Whether your financial organization has been offering IRAs forever or you’re newer to the game, giving your program a refresh can do wonders—not just for your clients, but for your team and for your long-term goals.
When it comes to navigating financial products, like IRAs, retirement plans, or health savings accounts, even the savviest clients can feel overwhelmed. Your clients want straightforward information. That’s where consumer education comes in.
Going paperless in the workplace is no longer an option—it has become a necessity. As more financial organizations shift to paperless solutions, the benefits in terms of cost savings, time management, security, and environmental sustainability become undeniable. In this industry, the transition to digital processes is transforming the way our work is done.
On September 2, 1974, the Employee Retirement Income Security Act of 1974 (ERISA) was codified into our federal tax and labor laws. This landmark legislation revolutionized the management and regulation of employer-sponsored retirement plans, created Traditional IRAs that have provided incentives for all working Americans to save for retirement, and—with further legislative changes in the half-century since—has forever altered how Americans plan and save for retirement.
The 2023 tax season may be over, but that doesn’t always mean your work for this tax year is finished. Mistakes happen. But you might not find out about them until your client walks into your branch office with a tax form received from your financial organization that contains incorrect reporting information.
Our expert consumer education content is designed to get your clients’ attention—and respond to their diverse needs.
