Sentences with phrase «retirement industry service»
The blog provides timely and relevant information on ERISA fiduciary matters for plan sponsors and retirement industry service providers.
http://www.abajournal.com/ Not exact matches
As far as the financial services industry and virtually all the exhaustive research is concerned, meeting retirement needs means replacing a percentage — the most commonly cited figure is 70 % — of earnings during your working life.
It's also daunting for the financial services industry, where a cadre of advisers and mutual fund companies are reinventing themselves to work with, and for, people who may need to finance a 30 - year retirement.
Whether the anticipated applicability of the Fiduciary Rule and PTEs has resulted in dislocations or disruptions within the retirement services industry that may adversely affect investors or retirees; and
We avidly support the fiduciary standard and would like to see it extended to the entire financial services industry and not just retirement plans.
Everything you get, from award - winning trading tools, to guidance and retirement resources to industry - leading service, is built around you.
With offices in both the US and Canada, DALBAR develops standards and measurement systems that improve the quality of products, service and compliance for the retirement, mutual fund, broker / dealer, discount brokerage, life insurance, healthcare and banking industries.
The only comprehensive retirement training organization in the financial services industry focused exclusively on educating professionals on the nuances of Social Security retirement planning, the organization creates and provides a training course on Social Security retirement benefits and claiming strategies and provides advisors with the opportunity, for those inclined to do so, to sit for a comprehensive exam that if completed successfully will provide them with the Certified in Social Security Claiming Strategies designation.
Ours is the only comprehensive retirement training organization in the financial services industry focused exclusively on educating professionals on the nuances of Social Security retirement planning.
For instance, a 2010 survey from LIMRA, Windsor, Conn., found that 78 percent of pre-retired employees with access to a defined contribution plan currently do contribute to it, pointed out Matthew Drinkwater, associate managing director, retirement services during the recent retirement industry conference in Las Vegas.
• «Resulted in dislocations or disruptions within the retirement services industry that may adversely affect investors or retirees.»
Nowadays, in such organizations as the Army and the civil service and industry, there is compulsory retirement, but no such regulations prevail in politics.
Carl H. McCall will chair a commission composed of experts from the financial services industry, consumer advocates, public officials and State regulators to study available options for the creation of a state - administered retirement savings program for workers whose employers do not offer a retirement plan.
The retirement industry (financial advisors, plan sponsors, asset manager and index providers) can help participants by creating products and services that focus on retirement income rather than just wealth accumulation.
Rob Hassenrik, Financial Consultant and Chartered Retirement Planning Counselor (SM) at DFCU Financial Partners, brings more than 21 years of experience in the financial services industry and specializes in 401 (k) rollovers, retirement planning and college planning.
The financial services industry — which, after all, has a vested interest in encouraging you to save as much as possible — has preached for years that you need to generate 60 % to 70 % of your pre-retirement income to live comfortably in retirement.
However, two blue - and gray - collar industries, Engineering and Protective Services, are breaking workforce stereotypes when it comes to retirement readiness — outpacing all white - collar employees.
With over two decades of experience in the financial services industry, he writes about all aspects of financial planning and retirement.
«We are pleased to provide fiduciary support to plan sponsors using TIAA's innovative model service given TIAA's long - held respect by industry insiders and the educators whose retirement plans it serves.
As you can see when you crunch the numbers, traditional tax - qualified plans still end up with making the most money, which allows you to have a bigger retirement paycheck, but the bottom lines are not near as much as the financial services industry has been saying for decades.
We had a child who was severely disabled and I realized I needed to invest this money for 100 years and not just my own retirement, and the gravity of that task was weighing heavy on me as I went to look for options in the financial services industry.
Employees in the finance industry can often count on retirement benefits — in fact, a few financial services companies made Fortune's 2016 list.
Rebalance IRA is a retirement portfolio investment service available at a fraction of the standard industry cost.
Examples of these trends may include fee pressures from clients, changes in the industries the firm services, aggressive marketing by competitors, the firm's competitive advantages and disadvantages, mobility of partners among firms, and anticipated changes in the partnership as the result of retirement, withdrawal, etc..
For more than 20 years, Alice has represented clients across the country and from various industries, including consumer products, manufacturing, financial services, insurance, retirement plan products and real estate investments.
Bitira is not the only digital currency retirement fund management service in the industry.
Financial Professional Associate Build and Grow a Professional Sales Career With an average of 10,000 baby boomers reaching retirement age each day1 there has never been a better time to enter the financial services industry.
Just like those professionals who create business plans to manage a practice, those in industry can create a plan to improve coaching services to the target clientele (succession planning, promotion planning, retirement planning, skills planning and more).
About Blog CJU Medical Marketing works exclusively on behalf of medical professionals, medical service providers, and the retirement industry to create stronger businesses and a wider scope of opportunities.
* A Professional Services software QA analyst, business analyst, test analyst, functional SME and work stream lead with over 20 years of experience primarily in the recordkeeping and retirement industry with SunGard Business Systems (FIS).
Professional Experience TIAA - CREF (New York, NY) 3/2006 — 7/2010 Institutional Client Relationship Manager • Administered retirement plan benefits ensuring accurate, timely, and legally compliant operations • Hired, trained, and supervised junior financial services staff • Proficient in interpretation and application of IRS, ERISA, and related regulatory schemes • Created and implemented client training program to ensure understanding of company products • Assisted external auditors guaranteeing comprehensive and accurate analysis of business health • Prepared and presented annual benefits report to CFO, senior leadership, and benefits staff • Represented company at industry events, product demonstrations, and annual benefit fairs • Provided exceptional customer service resulting in client satisfaction and repeat business
American IRA — The American IRA mission is to provide the highest level of customer service in the self - directed retirement industry.
Simon will receive an award from the Retirement Income Industry Association, a trade group of financial service and annuity providers, for a paper she wrote for the journal on how better to cater to the specific needs of clients in or near retirement.