Why It Matters:
Clients’ basic human behavior may prevent them from saving for retirement.
You can help clients unravel the complex investment environment.
Automation may help clients save in ways they hadn’t thought of.
Cetera's Jon Anderson and Summit's Kaci Skidgel discuss how the firm's new 401(k) Fee-for-Service Advice Program enhances the client-advisor relationship.
Although the SECURE Act made significant changes to the required minimum distribution rules, those related to trusts as designated beneficiaries remain the same.