A Center for Retirement Research brief finds that there is a difference in savings rates among grads with debt and without.
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Marlene Y. Satter has worked in and written about the financial industry for decades.
By Lynn Cavanaugh | May 02, 2025
Around 3 in 10 workers believe having investment options that provide guaranteed lifetime income to be the most valuable improvement to their plan, according to EBRI’s annual survey.
By Lynn Cavanaugh | May 01, 2025
Most Gen Xers have adjusted their retirement goals to support their adult children or aging relatives, according to a new “sandwich generation” survey by Athene.
By Lynn Cavanaugh | April 14, 2025
Financial professionals see potential for further annuity growth, but educating clients and employers is key, according to Nationwide surveys.
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Rising costs & low engagement challenge employers. This HR Pulse Survey reveals key trends from HR leaders across various industries and looks at the opportunities for brokers to elevate service, address pain points, and demonstrate ROI, especially with non-insured benefits.
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Clients expect strategic advice, not just sales. This guide reveals 3 steps to audit benefits, fill gaps, and present holistic strategies that meet client goals and employee needs--positioning employee benefits brokers as trusted advisors.
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