SGH Wealth Management ?? WINNER of Best Custom ?? Retirement Plan ?? Provider 2024 by Wealth & Finance International:
SGH Wealth Management的动态
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U.S. corporate retirement plans are allocating more money to the very largest portfolio managers, and midsize and small managers face the challenge of finding opportunities in an increasingly concentrated market, consultants say. #USPensions #PensionManagement #Investment
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At People Corporation, we prioritize conversations with our clients about emerging trends in group retirement plans. One notable trend is the move towards streamlining investment options. Many Canadians are shifting away from complex investment portfolios and opting for simpler, more diversified choices, such as target-date funds. These funds automatically adjust their asset mix as the investor approaches retirement, offering a "set it and forget it" solution that minimizes stress and confusion. Does your group plan include target-date funds? If not, let's connect to explore how they can benefit your employees' retirement planning.
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How confident are you that you’ll be able to afford the lifestyle you want after you stop working? Creating a retirement plan with a qualified financial planner can help you identify risks to your financial future that you might not see coming. Visit our website to learn more about our retirement planning services and schedule a free consultation with our CERTIFIED FINANCIAL PLANNER? professional today! https://hubs.ly/Q02K01m20 #retirementplanning #financialplanning #financialplanner #financialadvisor
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True story (not making fun of this situation but using it to highlight an important point): Company: "Our Group Retirement Plan is working Great." Their employee: Invested in a money market fund for the last 20 years. When asked why, they responded: "I did not know what to pick when I enrolled so I just picked a fund. I have never looked at it since". Important point: A group retirement plan only works great when both the company and the employee review their plan regularly, ensure the plan is meeting both their goals, and each employee/member is supported with investment and holistic retirement planning advice. RBC Group Advantage can help your group retirement plan work "Great".
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I like to reframe the idea of retirement planning as planning for your financial independence. What does your financial independence look like to you? And how certain are you that your savings will be enough to afford your lifestyle after you stop working? Let’s meet and make a plan! Check out our website to learn more about our retirement planning services and be sure to schedule a free consultation with me! https://hubs.ly/Q02K07h10 #retirementplanning #financialplanning #financialplanner #financialadvisor
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Interesting findings from a recent report by Sun Life Financial Inc. reveal the impact of digital engagement on retirement savings. According to the report, retirement plan members who engage digitally have an average retirement account balance 230% higher than those who do not engage. This highlights the significance of active management in today's retirement planning landscape. In light of market volatility, it is crucial for organizations to support employees in their savings and investment strategies. By focusing on customized communication, education, and digital financial tools, employers can empower their workforce to optimize their retirement planning. In 2024, a robust retirement plan should include tailored communication strategies, investment support, digital financial counseling, and retirement readiness tools. Encouraging digital engagement and targeted programs can motivate employees to prioritize their financial wellbeing and save effectively for the future. When organizations demonstrate a commitment to their employees' financial health through simplified investment decisions and a digital-first approach, it fosters clearer financial goals and enhances engagement in savings. #RetirementPlanning #DigitalEngagement #FinancialWellbeing #EmployeeBenefits
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In a recent article with TheStreet Athene's SVP, Head of Marketing, Amanda Steward shared insights on navigating the complexities of retirement planning, including 3 of the biggest gaps for savers to address. https://ow.ly/Ewqo50Ugbu5
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In today’s complex benefits landscape, plan sponsors face the challenge of managing retirement plans efficiently while ensuring compliance and participant satisfaction. One effective solution is the practice of involuntary cash-outs, which involves automatically distributing the retirement accounts of former employees when balances fall below a specified threshold. Integrating this provision into employer-sponsored retirement plans offers several advantages from the plan sponsor’s standpoint. The Secure Act 2.0 recently raised the involuntary cash-out threshold to $7,000, effective 2024.?This shift marks a pivotal moment for retirement plan management, steering us towards deeper exploration of impacts and benefits Click here to learn more: https://lnkd.in/epvZMjBA
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WHAT IS A PEP? A Pooled Employer Plan (PEP) is a type of retirement plan that allows multiple unrelated employers to join together in a single 401(k) plan. This structure is designed to simplify the process of offering retirement benefits, particularly for small and medium-sized businesses that may not have the resources to manage their own plans. By pooling their resources, employers can share administrative costs, reduce their fiduciary responsibilities, and provide employees with a robust retirement savings option. Contact me for more information "The information provided in this post is educational in nature and is not intended to be a recommendation?for any specific investment?product, strategy, plan feature, or other?purposes
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