Advisor Sales Strategies

This can be an opportunity for employers to share practical financial wellness solutions through live seminars, video classes, training available online and face-to-face conversations.

Most public pension plans are distressed or fragile, and there are better ways – risk-managed pensions, guaranteed return plans, hybrid plans or any combination – to design them for the 21st Century, says a new report.

With the passage of this landmark legislation, significant administrative guidance on changes to retirement plans will be forthcoming from the IRS and the DOL, but here is a preliminary summary of the most relevant changes.

Not only does this finding from a new survey bode well for advisors, but it bolsters the bridge between employers and advisors, making collaboration toward better retirement outcomes more organic.

The good news: Women are interested in solutions that can help them navigate inflation challenges, and the start of a new year is an opportune time for plan sponsors to ensure women participants are able to retire on time.

As employees grapple with student debt, housing costs and inflation, companies have an opportunity to get cash-creative to help employees grow their net worth while ensuring they retain their best workers.

More than half (53%) of American adults don't have an accurate view of how long adults tend to live in retirement, according to a new TIAA report.

Momentum from passage of SECURE 2.0 could "accelerate" efforts to enroll millions more of employees, since fewer than 50% of small businesses with less than 50 employees currently sponsor a retirement plan.