Retirement Advisor

The debate's likely to continue over whether 401(k) plan sponsors should consider environmental, social and governance factors when selecting investment options, but the rule creates new opportunities for advisors.

The pandemic-era pause, which was set to resume January 1, will be extended through June 30, after a federal appeals court last week blocked the administration from carrying out Biden's plan to cancel student loan debt.

Most of an advisor's time is consumed by preparing reports, inputting data and attending meetings, but the right tools can recommend next steps, best-fit products, or actions towards fulfilling customer expectations.

The high court is being asked to lift a federal appeals court order in October that shut down the program, which has already approved 16 million debt forgiveness applications.

Some employees are turning to their retirement plans when unexpected expenses arise, but employers should be offering emergency savings programs instead, says a new report.

Employers should provide targeted communications to women, as well as access to independent financial counselors, decision support tools, and debt management services to help bridge the gap, says a new report.

As Americans brace for a recession, building an emergency fund is a critical first step, but advisors need to provide realistic, actionable steps to help them move toward long-term financial security, says a new report.

Many have cancelled or postponed plans in the past year to see a specialist, take a prescribed medication or get an annual physical – and 14% are considering downgrading their health insurance, says a new report.