Sentences with phrase «put plan advisers»

In an ever - evolving fiduciary landscape, the tool aims to identify in real time issues that may put plan advisers at risk, such as the availability of lower - cost share classes.

Not exact matches

The En + team of advisers put together a plan aimed at cutting exposure to U.S. turbines suppliers such as General Electric and replacing them gradually with European firms, the person familiar with En + preparations said.

«This is a way that people who don't work with a financial adviser can generate income from an IRA or 401 (k),» he says, «and it's also a strategy that any 401 (k) operator can put in their plan.»

One legislative adviser griped, «How many taxpayer dollars have been spent on the Moreland Commission just so they could propose a plan that was virtually identical to the one put forward by Governor Cuomo earlier this year?

Obama, he said, elevated the role of science and technology advisers throughout the executive branch, put in place plans to mitigate and prepare the United States for the impacts of climate change, set up health research initiatives to tackle such priorities as cancer and brain research, worked with international partners on scientific issues and used the White House as a platform from which to herald science and education, particularly for children.

Because that is basically free money, financial advisers often suggest putting at least enough in your 403 (b) plan each year to get the maximum match from your employer.

«A financial adviser has the expertise in helping people with financial priorities and getting out of debt, and putting together a financial plan,» he says.

«The only way to properly answer those questions is to put together a comprehensive financial plan that sets out your short - and long - term financial goals,» says Marc Lamontagne, a fee - only adviser with Ryan Lamontagne in Ottawa.

The adviser also helped Claire put a savings plan in place and start building a small investment portfolio.

We like the plan our adviser has put together for us, but we're unsure of the markets and are considering using some of our savings to buy an annuity for guaranteed income.

«That's why, if there's an underlying entitlement, we always encourage employers to be clear that the entitlement will be governed according to the terms and the conditions of the plan and put it on the employee to ensure that they're pursuing the appropriate resources by contacting the plan provider or their own tax adviser or their professional financial adviser so the employer isn't held accountable for having made that representation.»

IRA and retirement plan advisers who benefit from commissions will be required to put their clients» interests first, and that could have a big effect on fees, says the Washington Post.