Advisor Sales Strategies

Having access to a retirement plan is not enough. Employers can get them in the game by maximizing their match, aligning their investment options with their beliefs and connecting them to help with their debt.

Around 70% of financial advisors and plan sponsors agree, saying participants will make little to no change to their 401(k) contributions, in a new 'State of the industry" report.

In the wake of SECURE 2.0, the Department of Labor has extended the public comment period for the Voluntary Fiduciary Correction Program that allows fiduciaries to self-correct late participant contributions.

Over half (55%) of these so-called "employment extenders" are interested in a guaranteed stream of income with regular payments to ensure they do not outlive their savings, according to a new report.

Auto-enrollment with an opt-out feature is extraordinarily effective, as well as matching HSA contributions, for the 32% of working-age Americans with no retirement account, says a new survey.

There's a strong desire for help with financial decisions across generations but a strong majority (75%) of Americans said it was important that their employer offer a program to help manage finances, says a new study.

Many employees don't know where to start to reach short- or long-term financial goals – especially when 2/3 of Americans are living paycheck-to-paycheck.

Plus, employers who are able to connect their benefits package with the services of an advisor may be able to differentiate themselves from competing firms, according to a new report.