planhealth.com
About | Plan Health
https://planhealth.com/about
Our research confirms that the American dream of retiring comfortably after a lifetime of work will be impossible for many. Four out of five working households have retirement savings that is less than one times their annual income. W]e are seeing what ought to be considered an era of great changes people living longer, healthier lives with improving opportunities and possibilities. Yet the institutions to help people through retirement aren’t improving in tandem. In the face of those numbers and the cor...
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Plan Health Measurement | Plan Health
https://planhealth.com/plan-health-measurement
It is tempting to be pleased, even satisfied, if one’s own participation rate is a little above industry average, say 72 percent as compared to 70 percent. But being slightly above a figure that is widely considered by behavioralists to being woefully inadequate is nothing to be proud of. Shlomo Benartzi, Save More Tomorrow: Practical Behavioral Finance Solutions to Improve 401(k) Plans, 2012. Uncertain Impact on Participants. Employer “Gap Analysis”. Why do you have your plan? To attract new employees?
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Proactive Services Implementation | Plan Health
https://planhealth.com/proactive-services-implementation
A majority of participants indicated they lacked the time, knowledge, or experience to manage their own retirement investments. 83% of participants were interested in receiving professional investment management from their employer as part of their 401(k) plan. Participants who chose to manage their own portfolios invested in an average of 3.7 asset classes, compared with participants in advice-based portfolios, who invested in a minimum of 8 asset classes. Greater Confidence in the Plan. The information...
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Participant Education | Plan Health
https://planhealth.com/participant-education
Inertia and procrastination are tough obstacles to overcome, and the great majority of people fail to do anything, even when they know it is the right thing to do, and even when they say that they intend to act. Information is made vastly more valuable if it is accompanied by the means to take action, right now. Shlomo Benartzi, Save More Tomorrow: Practical Behavioral Finance Solutions to Improve 401(k) Plan , 2012. Vendor Reliance on Websites. Improved Participation and Ongoing Engagement. Investment A...
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Advisor Resources | Plan Health
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This content is password protected. To view it please enter your password below:. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA. Investment Advisor Representative, Lawing Financial Inc, A Registered Investment Advisor. Lawing Financial, doing business as Qualified Plan Advisors ( QPA ) 6201. Cambridge and Lawing Financial Inc are not affiliated. Check the background of this investment professional on FINRA's BrokerCheck. 6201 College Boulevard, 7th Floor.
lawingfinancial.com
Lawing Financial Fee Based Financial Advisor – Press Room
https://lawingfinancial.com/press-room
Power of the Team Approach. Lawing Financial is an independent financial services firm utilizing a team approach to investing. We are located in the Midwest with seven office locations, and are able to do business across the U.S. For press-related queries, please contact us. Lawing Financial in the news. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA. Check the background of this investment professional on FINRA's BrokerCheck.
lawingfinancial.com
Nashville, TN | Lawing Financial
https://lawingfinancial.com/locations/nashville-tn
Power of the Team Approach. Brentwood, TN 37027. Bruce W. Beyer. Administrative Assistant to Bruce Beyer. Patrick E. Moore. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA. Investment Advisor Representative, Lawing Financial Inc., a Registered Investment Advisor. Cambridge and Lawing Financial Inc. are not affiliated. Check the background of this investment professional on FINRA's BrokerCheck. 6201 College Boulevard, 7th Floor Overland Park, KS 66211.
lawingfinancial.com
Cedar Rapids, IA | Lawing Financial
https://lawingfinancial.com/locations/cedar-rapids
Power of the Team Approach. Cedar Rapids, IA. 6005 Rockwell Drive NE. Cedar Rapids, IA 52402. Cedar Rapids, IA. Cedar Rapids Branch Manager. Cedar Rapids, IA. Cedar Rapids, IA. Cedar Rapids, IA. Cedar Rapids, IA. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA. Investment Advisor Representative, Lawing Financial Inc., a Registered Investment Advisor. Cambridge and Lawing Financial Inc. are not affiliated. 2016 Lawing Financial Lawing Financial.
lawingfinancial.com
Lawing Financial Fee Based Financial Advisor - Home
https://lawingfinancial.com/home
Power of the Team Approach. With our seasoned professionals, we can help you meet your financial goals. The Power of the Team Approach. Since the start in 1985, Lawing Financial has developed its financial services offerings centered on a team approach. This approach is completely committed and personalized to each client’s goals, drives the growth of our business,. And remains infused throughout the firm’s culture today. How Can The Team Approach Benefit You? Personal Relationships Have No Boundaries.
