Women are poised to play an increasingly significant role in wealth ownership as trillions of dollars change hands over the coming decades. In Aspire Magazine, Melissa York explores the opportunities and challenges of the Great Wealth Transfer, including how financial professionals can help clients navigate inheritance, retirement planning, financial confidence and long-term goals.
In a recent National Association of Plan Advisors article, Steve Chappell of The Standard makes a compelling case for why PEPs aren’t minimizing the role of advisors — they’re redefining it.
What changes when an employer joins a pooled employer plan — and what stays the same? In an article for PLANSPONSOR, Steve Chappell from The Standard explains how PEPs make retirement plan administration easier while keeping important employer responsibilities intact, helping organizations feel confident about this option for managing their employees’ retirement savings.
The Standard's Theodore Schmelzle, JD, CIPP, vice president of Retirement Plans Service, was interviewed in a recent USA TODAY story with retirement tips for readers. Ted emphasized that successful retirement saving is less about hitting a specific dollar target and more about building early, consistent habits, noting that “time is the most precious” factor in long‑term financial growth.
Leaving a meaningful legacy is important to many retirees. John Williams, CLU®, regional vice president for Individual Annuities at The Standard, discusses the legacy planning benefits of a fixed index annuity.
Jason Burlie, The Standard's vice president of Retirement Plan Sales, spoke with PLANSPONSOR recently about the trends and advances that mattered most in 2024.