WM Retirement Plan Advisor - RETIREMENT PLANNING SPECIAL REPORT

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FEBRUARY 23, 2019

RETIREMENT PLANNING

RESA Brings New Opportunities for Advisors

Mark Miller

Open multiple-employer plans will make it easier for generalist advisors to prospect and work with small companies on their retirement plans, while the growth of state-mandated automatic IRAs brings new options and complexities to clients’ plans.

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RETIREMENT PLANNING

Protecting the Spouse of a Client Needing Long-Term Care

Letha Sgritta McDowell

Medicaid may help prevent all of a couple's assets from being expended on the first spouse to need LTC.

FULL ARTICLE

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RETIREMENT PLANNING

Americans Worry About Retirement, But Not as Much as Europeans

Ben Steverman

Residents in Spain and France are the gloomiest, with more than two out of three people are concerned about their financial futures.

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RETIREMENT PLANNING

RenTech Created the Ultimate, Tax-Free IRA Account for Employees

Miles Weiss

Ordinary people don't have access to Renaissance Technologies' Medallion Fund, one of the most successful hedge funds of all time.

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RETIREMENT PLANNING

The 2019 Outlook: What’s Ahead for Retirement Plans?

Ed McCarthy

Industry leaders give their thoughts on the key developments that retirement plan consultants should monitor in 2019.

FULL ARTICLE

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