Open multiple-employer plans will make it easier for generalist advisors to prospect and work with small companies on their retirement plans, while the growth of state-mandated automatic IRAs brings new options and complexities to clients’ plans.
Ordinary people don't have access to Renaissance Technologies' Medallion Fund, one of the most successful hedge funds of all time.
Cornerstone Wealth Advisors founder Jon Guyton doesn't just run a financial planning firm that serves retirees, he also conducts retirement research himself.
Marty Shenkman and Chris Hoyt discuss how clients can use QCDs.
Industry leaders give their thoughts on the key developments that retirement plan consultants should monitor in 2019.
Few married couples retire at the same time; the discordant pattern has major implications for the way that advisors work with married clients.
These states are the best places for your clients to retire, based on criteria from WalletHub.
The state has two bills in play; one would establish an auto IRA program similar to Oregon's, while a second plan would be modeled after Washington's online marketplace.
The Big Apple's program would require employers to either offer a retirement plan or auto-enroll their workers into the city's plan.