Advisor Sales Strategies

PEPs are a compelling option for employers and advisors seeking efficient, cost-effective recordkeeping solutions – and by entering a PEP, the employer reduces its fiduciary responsibilities.

IBM's recent announcement to switch to a "hybrid" model of defined benefit plan could make the case to bring back a version of the classic retirement benefit, which could be a powerful tool for retention in a tight labor market.

Be sure to join us on Wednesday, December 6 as industry thought leaders discuss what to expect in the benefits industry during 2024.

From the era of guaranteed lifetime pensions to the modern 401(k), pension risk transfers have become the linchpin connecting the past, present and future of retirement benefits – and allows firms to offload the burdensome legacy.

Low earnings was identified as the number-one biggest roadblock (41%) for retirement, while the majority of Americans (53%) feel they're lagging behind their peers in savings, according to a new survey.

The idea of retiring on $100,000 a year should get employees' attention and can be a good lead-in to financial wellness training sessions on two of the "building blocks" of retirement – Social Security and investing in 401(k)s.

Financial wellness has emerged as a game-changer – and the new retirement legislation is making new employer offerings, such as student debt relief or emergency savings funds, more cost-effective than ever to implement.

Once a leader in the shift away from defined benefit plans to defined contribution plans in the U.S. in the '80s and '90s, the tech giant is now taking a different approach by switching employees to a Retirement Benefit Account.