Are you looking to deepen your existing retirement business this year or develop a new niche? To take your retirement business to the next level, choose a Power Play then plan your strategy with the help of our proven tips and techniques.
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The past few years have been unprecedented in terms of the roller coaster-like performance of the market, the ensuing recession and the numerous industries that dealt with the fallout from these economic events.
In this fluid and changing landscape and even as we experience a gradual economic recovery, investment professionals and Registered Investment Advisors can play a central role in helping their clients to develop a sound retirement and wealth management strategy.
The market for defined contribution plans (like 401(k) plans) and other retirement savings vehicles, such as Individual Retirement Accounts (IRAs), continues to grow, especially as employers continue to shift away from offering defined benefit plans to their employees.1 IRAs are a popular way to supplement retirement savings and also offer a convenient way to consolidate and manage assets from a former employer's plan.
The number of Roth Individual Retirement Account (IRA) conversions has skyrocketed since January of this year, when millions of investors became eligible to convert to a Roth IRA. While gaining access to a Roth IRA can be a positive step for clients who want to take advantage of the tax benefits it offers, conversion may not be the right choice for everyone.
The small business sector is expected to become one of the fastest growing segments of the retirement marketplace. According to a recent Bureau of Labor Statistics report, businesses with fewer than 100 employees accounted for 68% of new jobs.1
Chances are that many of your clients are self-employed or own small businesses. Most often, their business goals are aligned with their personal goals, so it is a natural progression from a relationship perspective.
Pershing LLC does not provide tax or legal advice. Strategies presented may not be appropriate for every customer and should be evaluated based on a customer or prospective client's individual investment objectives or financial needs.
Have a question about Pershing’s retirement planning solutions? Ask Rob Cirrotti, one of our retirement solutions directors.
Robert Cirrotti, Director, Pershing Retirement and
Long-Term Savings Products
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