Recent news involving Kidder professionals and America's retirement industry

  • PANC 2021: Tax Rates, RMDs and Retirement Income Planning

    Speaking at the virtual 2021 PLANADVISER National Conference (PANC), Keith Gredys, Kidder Chairman and CEO, said that although there are dividing lines in financial planning because every adviser has his own expertise, tax planning needs to be factored into financial planning. “A person can have the most efficient financial plan but it might not be the most effective for reaching their goals if it doesn’t include tax planning."

    To read the full article, click here.
  • New 401k ‘FORT’ Resource Available to Protect Plan Sponsors

    The Center for Board Certified Fiduciaries (CBCF) has introduced a new 79-point checklist for professional and lay fiduciaries that clearly and comprehensively delineates the fiduciary responsibilities and tasks of a plan sponsor. The checklist (called "FORT") is described in this article from 401k Specialist. Kidder's Keith Gredys and Dr. Elio Chiarelli are CBCF members.

    To read the full article, click here.
  • 401(k) investors may be using a robo-advisor — and not even know it

    Robo-advisors can work for individuals just starting to accumulate assets. However, as your investable assets and net worth grow, the need for a personalized solution that looks at your entire financial and tax picture becomes more evident. This article from CNBC includes a quote from Kidder Chairman and CEO Keith Gredys.

    To read the full article, click here.