The Successful Retirement Plan Advisor, Pt. 3: Profile in Success— Jason Chepenik
Advisor Jason Chepenik’s two key principles for success: setting the stage for referrals by working tirelessly to find the root problem to his clients’ retirement issues and building custom plans to meet plan sponsors' needs.
LPL Launches Platform to Improve 401(k)s for Participants
LPL Financial launched a retirement plan platform to help employers provide their workers with an improved 401(k) experience, the firm announced Monday.
The Successful Retirement Plan Advisor, Pt. 2: Profile in Success—Trisha Brambley
As part of our series on what the most successful retirement plan advisors have in common, we profile Trisha Brambley of Retirement Playbook Inc.
How to Boost Employees’ Financial Well-Being
Wellness, said CEO Liz Davidson of Financial Finesse, is a “mastery of financial issues, with little or no financial stress.”
Employees Shift Focus From Retirement Planning to Money Management
Employees improved their financial wellness in the third quarter, a much-needed climb back from a weakened condition in the first quarter, according to research released Wednesday.
Think Small for Retirement Success
Efforts by companies to get employees more committed to proper financial planning can go to waste if not done the right way, said Liz Davidson of Financial Finesse.
Employees Proactive, but Still Concerned: Financial Finesse
Although employees are still taking a proactive stance on retirement, market rebounds have done little to repair their confidence, research from Financial Finesse found.
Employees Becoming More Self-Reliant in Retirement Planning
Employees continued to focus on retirement planning in the third quarter, a report released Friday by Financial Finesse found.
Employees Need ‘Drastic Improvement’ in Retirement Planning: Financial Finesse
Despite earlier findings that employees were renewing their focus on long-term planning issues like retirement, new research from Financial Finesse found that it’s not enough.
Employees Renew Retirement Focus in Q2
Employees are turning their focus to long-term financial issues like retirement planning as day-to-day financial issues become more manageable, according to Financial Finesse.