Research

Over two-thirds of employees would access the help of financial professionals with financial planning and investing questions if it were available, according to a new Morgan Stanley survey.

Enhanced mental health benefits may be especially important in the wake of the pandemic and at a time of economic uncertainty, and employers should also anticipate the unexpected, says a new report from the Secret Service.

Apparently, more than half (56%) of employees think those who work completely in person have a competitive advantage over their hybrid and remote co-workers, according to a new survey.

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.

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.