News Roundup for Week of Aug. 30

31st Aug 2017

Financial advisors in front of brick wall reading news

Discussing Retirement Planning Options with Your Small Business Clients

According to research by the Pew Charitable Trusts, just over half of the small and midsized businesses surveyed offer a retirement plan. While there are a number of reasons small businesses don’t offer retirement benefits, making them available is a smart idea that’s good for both owners and employees. Accountants and financial advisors can help small business clients understand the value of 401(k) plans and how they contribute to business success.

Via Accounting Today

Cash Balance Plans Surge While 401k Growth ‘Flat’

The number of new cash balance plans increased 17% percent compared with just 3% growth in new 401(k) plans, surpassing industry projections of 12% to 15% growth thanks to more small businesses.

Via 401kspecialist.com

Top Five Reasons Advisors Blow a Sale

The challenge facing financial advisors is that the affluent are extremely discriminating, highly skeptical and don’t have much regard for salespeople.  Here are five reasons advisors blow a sale.

Via Wealthmanagement.com

How the Top 1% Keeps Getting Richer

There’s one big reason why the rich still come out ahead. Instead of stocks, the middle class puts a large share of its wealth into residential real estate — houses tend to earn lower returns than stocks.

Via Bloomberg

Five Trends That Will Upend Wealth Management in the Next Decade – and How to Profit From Them

Here are five megatrends that will remake the wealth management industry in the next decade and what advisors can do to take advantage of the opportunity.

Via Wealth Advisor

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What is considered eligible compensation for Defined Benefit plans? https://t.co/pnFyLcXQQl

3:57 AM 4 October 2022

Dedicated DB@ DedicatedDB

How can you steer your #retirement portfolio through the storm? https://t.co/mTLWUEXHwG

3:46 AM 4 October 2022

Dedicated DB@ DedicatedDB

Cash Balance #retirement plans can give business owners the potential to make very large deductible contributions f… https://t.co/SqXf4I7p2Y

3:35 AM 4 October 2022

Dedicated DB@ DedicatedDB

Will a cash balance plan 401(k) combo secure your #retirement ? https://t.co/cyGPCs7CdZ

3:32 AM 4 October 2022

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How did this dermatologist revitalize his #retirement plan? https://t.co/Q9irhdZVEA

1:05 AM 1 October 2022

Dedicated DB@ DedicatedDB

Here are #retirement plans for small business owners to consider. https://t.co/1SKNOaqWe9

12:59 AM 1 October 2022

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