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Retirement
Plan Talk: Analyzing risks and opportunities in today’s plan menu lineups
Curated content for RIAs.
In this episode of Plan Talk, Retirement Director Ben Rizzuto speaks with Damien Comeaux, Senior Portfolio Strategist, about how the Portfolio Construction and Strategy (PCS) team analyzes plan menu lineups to help ensure they provide adequate diversification.
Policy and Regulatory Commentary
A Potentially Earth-Shattering CFPB Court Ruling
This piece is approved to use with clients.
A monumental decision by the 5th Circuit Court of Appeals could significantly alter the CFPB.
Policy and Regulatory Commentary
Senate Elections and the Lame Duck Session
This piece is approved to use with clients.
While individual senators are elected to six-year terms, the Constitution divides the U.S. Senate into three “classes” with one class — or roughly one-third of the entire chamber — up for reelection every two years.
Retirement
The Rollover Reset
Financial professionals looking to capture rollovers from DC plans need expertise in rollover-related issues like non-Roth after-tax account opportunities, special rules for Net Unrealized Appreciation, in-service plan rollovers, the Warn Act, and more. Are you ready?
Policy and Regulatory Commentary
Do October surprises really impact the election?
This piece is approved to use with clients.
An October surprise can be any piece of news, good or bad, that has the potential to upend the trajectory of a campaign, and history is rife with them...
Goals/Needs-Based Investing
Women and savings: Your future in focus
We’re talking about women’s finances, including how to identify your goals and decide what you may need to save for the future.