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Retirement
Top DC Trends and Developments
Curated content for RIAs.
Our Defined Contribution in Review is designed to help CEOs, CFOs, treasurers, human resource and benefits professionals and investment committees stay abreast of recent events that could have an impact on plans or plan participants. Inside you will find quarterly highlights, timely insights about the retirement readiness of plan participants, a summary of new and pending legislation, news from the DOL and other regulatory bodies, updates on ERISA cases and a brief synopsis of global retirement issues.
Client Relationships
[Replay] Changing Faces of Wealth
The “Great Wealth Transfer” is underway, with $68 trillion set to pass from older generations to their heirs. Those inheriting constitute a generation much more diverse than the previous, and their principles and priorities tend to differ from the givers.
Retirement
Lump Sum Payouts from Pension Plans
This piece is approved to use with clients.
The IRS recently announced that it will allow plan sponsors to pay out pensions as a lump sum to plan participants. In this video BMO Global Asset Management discusses what considerations should be made by plan sponsors and plan participants before choosing lump sum as an option.
Client Relationships
Client Review Meeting Prep Life Events and Milestones Checklist
Access a client review meeting prep life events and milestones checklist!