Advisor Sales Strategies

Following its decision to pull out of the world's largest climate-finance alliance, the investment firm is being targeted by a new TV ad, aimed directly at its customers with the message: "If it's bad for the environment, it's bad for your retirement."

With SECURE 2.0 making the biggest changes to the retirement system in decades, a growing number of employers will be weighing the possibility of adding annuities – which come with a mix of considerations – to their 401(k) plans.

For the second year, the BenefitsPRO LUMINARIES Awards will shine a spotlight on the individuals and organizations that are leading the way and impacting the benefits industry where it matters most.

Since most employees do not want their employer to know how much debt they have, the following options are all arm's length alternatives that should not cross the line concerning employee confidentiality.

A defined contribution plan puts the employee in charge of planning for their own retirement, but getting the right people in front of employees can help win them over in taking full advantage of a company retirement plan.

Advisers and plan sponsors should start leveraging provisions of the new law, particularly the benefits now available to employees of small companies, according to a new J.P. Morgan guide.

Retirement income solutions have become more prevalent in employer 401(k) plans, but there's still no industry consensus on how to develop guaranteed retirement income solutions, according to a new survey.

Even so, savers increasingly crave more choice when it comes to their investments - and plan sponsors and advisors should raise awareness about SDBAs for a more personalized, hands-on investing experience, says a new report.