Northwest Administrators, Inc的动态

Advisors choose different software to suit their practice’s needs. The first part of this series looked at how four leading financial planning and analysis software providers in the Canadian market — Conquest Planning Inc., Naviplan, RazorPlan and Snap Projections — suited?retirement planning. This second part digs into mid-career planning features.

RetireAdvisers? of Pension Consultants, Inc. set a milestone in participant engagements, achieving a new quarterly record! Throughout Q1, the team facilitated a remarkable total of 1,000 participant meetings, conducted either in-person or virtually. These interactions garnered an average survey response of 4.99 out of 5 satisfaction score, with an NPS of 99 overall, from over 350 responses*. The previous highest interaction count was 824 in Q2 of 2023. ? Aligned with PCI’s overarching mission to enhance the financial security of American Workers, each interaction represents a step toward helping our client’s employees get on track for retirement, one engagement and one individual at a time. ? Congratulations are in order to the RetireAdvisers? team for their exceptional dedication and for reaching new heights in positively impacting the lives of those we serve! ?? ? *Survey results are provided by Twilio for plan participant interactions between 1.1.24 and 3.31.24.?https://lnkd.in/gtfja2SM

Offering tailored pension funds is a powerful tool for retaining top talent and keeping your employees satisfied. Every company is different, with unique goals, challenges, and team dynamics. That's why a one-size-fits-all pension plan often falls short. By designing a tailored pension plan, you not only meet the specific needs of your employees but also enhance their financial security and long-term well-being. This can lead to greater loyalty, increased morale, and a more engaged workforce. Let us help you create a pension plan that reflects the unique values and aspirations of your company, ensuring that your employees are well-protected and aligned with your organization’s mission. Reach out to us today to learn how we can support your team's financial future. www.carlylepartners.llc [email protected]

10 Years of Pension Assurance LLP: Countdown - Day 2 ?? Let’s flash back to one of the most unforgettable nights on our journey—our amazing team outing to an LA Kings game! ???? The night kicked off with great food, refreshing drinks, and endless laughter. Then, we hit the arena, ready to cheer our hearts out! Even though the Kings didn’t take the win, Pension Assurance came out victorious—stronger, closer, and more connected than ever. ?? Moments like these remind us why we’re celebrating 10 incredible years: It’s not just about business—it’s about people, teamwork, and creating memories that last a lifetime. #10YearsStrong #StayTuned #PensionAssurance

I am pleased to post my most recent article for HR Dive that discusses: 1. When can an employer mandate #retirement? 2. How can an employer incent retirement? 3. What are the legal issues associated with asking about retirement plans? #succession planning

An industry first has been achieved with a master trust on a panel of drawdown options for members of a DC pension scheme.? ? Like almost every occupational scheme, maritime consultancy Clarksons do not offer members an income option.?They have been using Guiide for the last eighteen months and nominated the Fidelity Master Trust for inclusion on Guiide's?drawdown panel. ? Fidelity International look after the DC section of the Clarksons UK pension scheme and Guiide agreed to add the Fidelity Master Trust to their panel (after qualifying through Guiide’s due diligence process) alongside Hargreaves Lansdown and interactive investor.?Members also have access to an annuity broker through the Guiide panel enabling them to combine both drawdown and a guaranteed income option. ? And in a second industry first,?Guiide’s IFA panel is directly accessible to UK employees on Clarkson’s ‘Quay Rewards’ benefits platform, provided by Benefex. ? "Our people are our most important asset, and we are always looking for ways to support employees. Retirement planning can be complex, and we are pleased to continue working with Guiide to ensure our employees have access to simple and easy to use solutions" -?Oliver Porter, Pension and Benefits Manager at Clarksons.

One common frustration we hear from both employers and employees relates to the inability to get answers to your most burning questions about retirement planning. Let’s look at five questions your plan administrator can’t help you answer—but that your financial advisor can.

? Corporate Spotlight: Supporting Luxfer Group's Pension Transition ? Throughout September, our Corporate Team has been actively on-site with the Luxfer, delivering comprehensive group presentations and offering one-to-one consultations at their Nottingham and Swinton offices. These sessions were designed to assist employees ahead of an upcoming pension scheme transition, ensuring clarity and confidence in their retirement planning. With over 16 years of managing Luxfer’s pension schemes, we are proud to continue providing bespoke support that aligns with their commitment to employee well-being. This proposed switch is a testament to Luxfer's dedication to safeguarding the financial future of their staff. At Cullen’s, we believe that informed employees are empowered employees, and we are here to help businesses make that happen. ?? If you're interested in exploring how our Corporate Team can assist you in enhancing the value of your company’s pension offerings, feel free to reach out. Together, we can build a stronger future for your team. ?? To learn more, visit our corporate page today via the link in the comments. #CullenWealth #Workplacepension #FinancialWellness #CorporateFinance

Routine maintenance and an independent review of your #pension plan allows a different set of eyes to examine your plan and provide valuable insight into its health and management. Learn simple steps to help #employers modernize pension plan design to create #savings and efficiencies for your organization. https://lnkd.in/edgq-s_5

? The game is changing in pension scheme management ? In our latest?knowledge hub?post, we look at how automation is streamlining pension scheme operations, and through this providing both capability and competitive advantages to those who are embracing it. https://lnkd.in/edz9JWCd