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March 5, 2013
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Financial and wealth management news for the retirement community

  Top News 
 
  • Report calls for a holistic approach to retirement planning
    The financial planning industry should take a more holistic approach to reach those who don't have retirement plans, a report by the Deloitte Center for Financial Services says. "Retirement goals probably should not be addressed in a vacuum, oblivious to the more immediate pressing financial demands on most people," the report says. Financial Advisor online (3/1) LinkedInFacebookTwitterEmail this Story
Reasons to plan: the video your female clients must see.
We asked 10 women to describe their experiences with aging and chronic illness. What they said may surprise you and change the way you help your clients prepare for their future.
Watch our video now at prudential.com/reasons.

  Industry Update 
  • Sponsors should rethink retirement-plan approach, expert says
    Inertia and procrastination are among the top five problematic investor behaviors that will never change, and retirement-plan sponsors should rethink plan structures to work around them, says Greg Kasten, founder of Unified Trust. For example, Kasten says, plan sponsors should give participants a savings goal at enrollment meetings if they don't have one. Putting participants in a target-date fund is not enough, he says. AdvisorOne (3/4) LinkedInFacebookTwitterEmail this Story
  • 401(k)s are helpful but need improvements, experts say
    401(k) plans remain useful to investors who have access to them through work, but there are several ways that 401(k)s could be improved, a panel of experts said at an industry event. "We'd like to see money paid out over participants' lifetimes and encourage annuitization," said Karen Friedman of the Pension Rights Center. Kevin Crain of Merrill Lynch suggested that employers could improve plan participation by offering 401(k) enrollment and benefits enrollment together. Participants' withdrawals and financial literacy also pose challenges to the plans' success, Friedman said. AdvisorOne (3/3) LinkedInFacebookTwitterEmail this Story
  • Retirement years seen as time of poverty or extended work
    The outlook for U.S. retirees is bleak, says Alicia Munnell, director of the Center for Retirement Research at Boston College. The options are increasingly aligning into three categories: poverty in old age with diminishing returns from Social Security, choosing to live a more austere life in working years while setting aside the large sums needed to have a decent retirement, or continuing to work well into what would normally be the retirement years. U.S. News & World Report/The Best Life blog (3/1) LinkedInFacebookTwitterEmail this Story
  • Other News
Get Creative: 10 Ways to Think Outside the Box
No matter your business, smart solutions come from out-of-the-box thinking. We all know creativity is king, but are you doing all you can to inspire and encourage creativity in your staff? Read the article and learn 10 ways to inspire creativity at your office.

  Financial Literacy 
 
Building Workplace Trust 2015
Interaction Associates' 6th annual research study tracking trust on the job, Building Workplace Trust, is out, and more than half of employees surveyed give their organizations low marks for trust and leadership. Yet this year's findings again point to how high trust leads to better outcomes and financial results — and even boosts innovation.

  On the Economy 
 
Transformational Journeys: Modern Business Planning
Harvard Business Review explores why CFO's and their finance organizations must adapt to the changing landscape of their markets and how big data, organizational collaboration, and new cloud-based planning and analysis technologies are driving successful change.
Click here to access the report.

  Building Your Practice 
 
Whitepaper: SDN: How do you get there from here?
Are the growing data needs of mobile, cloud, big data and social threatening today's enterprise networks? Scalable processes, a phased integration approach and the appetite to optimize over time are key components of a modern network. It's how agile organizations prepare for the data needs of tomorrow.
Explore the whitepaper to start down the path toward SDN.

  SmartQuote 
It is with words as with sunbeams -- the more they are condensed, the deeper they burn."
--Robert Southey,
British poet


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