Jania Stout

Increasing contributions to a retirement plan each year may be a great way for clients to save more, yet this is often under-utilized. The chart below showcases the power that automatic escalation may have in improving retirement outcomes for participants. Learn more about the benefits of automatic-escalations in our #GuideToRetirement. http://spr.ly/6040AVE8k

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“For years, a majority of private-sector employees opted for HDHPs because it was the simplest, cheapest option with the lowest premiums. Now, advisors will need to prepare themselves to address questions and concerns about all kinds of plans." Rising deductibles and fear of unexpected medical emergencies are driving employees to re-evaluate if their employer-sponsored health plans meet their financial and health needs. It’s important for employers and benefits leaders to learn how alternative health plans like Imagine360 offer significant cost-savings that keep healthcare costs low for employers and employees. Read more in BenefitsPRO: https://lnkd.in/ei9pJ6vn

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ARS, an innovative guaranteed lifetime income solutions and technology provider for the defined contribution market, has partnered with SS&C Retirement Solutions to distribute and service its suite of Lifetime Income Builder retirement products. The guaranteed income products will be available to recordkeepers on SS&C’s Retirement Income Clearing & Calculation (RICC) Platform, which enables seamless connectivity between recordkeepers, plan providers, product providers, advisors and participants in the growing retirement income market. Learn more in our press release: https://lnkd.in/eW789mzD

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Retirement plan sponsors need clear, actionable guidance—especially in today’s unpredictable market. Learn how to adjust retirement plan strategies, enhance participant engagement & navigate evolving fiduciary responsibilities to ensure compliance and plan protection in HUB's on-demand webinar replay: https://ow.ly/iko250WnCbE #RPW #Retirement #RetirementPlans

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There is clear evidence that plan sponsors think DC participants would benefit from access to in-plan advice and guidance tools. Our latest survey shows that offering these solutions not only improves retirement outcomes but also enhances business outcomes as well. Is your DC plan keeping pace? https://on.pru/3XGK2i0

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Best of the Best 2025 Winner: Mercer Advisors Advisor Matching Tool Mercer Advisors launched a proprietary platform that pairs new clients with advisors based on expertise and background for personalized advice. The firm's advisors focus on serving clients while Regional Vice Presidents handle new client introductions. With 30+ specialty areas across professions, life stages, and asset types, the tool helps RVPs match prospects with suitable advisors based on preferences including gender, language, and cultural factors. Learn more: http://spr.ly/60407w884 #wealthies #wealthmanagementindustryawards

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Retirement planning doesn't have to be a headache for small employers. There are more options than ever to help you offer a robust retirement plan. As Molly Beer, National Practice Leader at Gallagher, shares, "Smaller employers should consider several plan options for retirement benefit coverage...and leverage the SECURE Act’s new provisions to expand retirement benefits cost-effectively through PEPs." Discover how you can provide competitive retirement benefits and attract and retain employees in our latest article. Read the article: https://okt.to/Me8s3G

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The retirement landscape is evolving – and Pooled Employer Plans (PEPs) are at the center of the shift. Our Head of Group Retirement Jim Kais recently shared how they simplify administration, reduced fiduciary risk, and expand opportunities for employers and employees. Read the full article with PLANSPONSOR here: https://ow.ly/CHxZ50X1vNW

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How can workers save for retirement if they're squeezed by financial obligations today? Learn how financial well-being benefits can drive retirement security. 👇 Bennett Hadley, ASA, MAAA discusses how today’s workers are walking a financial tightrope — and it’s affecting their ability to generate meaningful income for retirement.   Get the full article to learn what plan sponsors can do to help people secure their financial future, including the 4 levels of financial well-being that can get them there: https://lnkd.in/egU8q82j   #retirement #financialwellbeing #financialwellness #retirementincome

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In FPSB’s Future of Financial Planning Practice survey, 65% of CFP professionals say continuing education and professional development is the most important action to improve their success in the coming years. Learn more: https://bit.ly/3Fhpdil #CFP #financialplanning

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As an employer, having an employee who feels secure about their future is one less distraction from productivity. Providing guidance and #financialplanning, in addition to an employer sponsored retirement plan, can help them achieve their goals. "Many benefits teams don't proactively reach out to plan participants in the decades approaching retirement—but they should," recommends Brandy Barnes Marion, institutional wealth education manager at BOK Financial®. Learn more about how to support employees approaching retirement: https://ow.ly/wXwT50WOrt3 #retirementplanning #401k

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Want to save time managing your retirement plan? Pooled employer plans (PEPs) and multiple employer plans (MEPs) can simplify administration and offer advantages for employers. 🎧 In this PEPCAST episode, Dale Essenmacher, VP, Business Development, Pooled Plans, breaks down how pooled retirement plans work—and why more employers are getting on board. In this episode, you’ll learn: ✅ The origins of MEPs and PEPS ✅ Why PEPs are becoming popular with employers ✅ How to choose the right pooled plan provider (PPP) Listen to the full episode today. Link in comments.

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Family meetings can provide the necessary insight you and your clients need to help preserve their legacy. 👇🏽 Get tips and best practices in our latest blog from Dr. Sonya Lutter about how to conduct effective family meetings. https://lnkd.in/euDsMmJ4 #financialplanningtips

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Retirement today looks drastically different than it did for previous generations. Our recent article by Director of Client Engagement Christopher House, CFP® explores four key shifts in the retirement landscape and what steps you can take to help ensure financial security in this new era. https://lnkd.in/eNmjSCsZ

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