Advisor Sales Strategies

Senators Jack Reed and Sheldon Whitehouse, who co-sponsored the new federal law, are calling on the Trump administration to expedite its implementation, following the SSA’s announcement that it could take “more than 1 year” to make payments to public service retirees.

Both brokerage firms moved a customer’s uninvested cash from a brokerage account into an interest-bearing account, violating the Advisers Act, according to the Securities and Exchange Commission.

The Saver's Match program, which launches in 2027, allows low-income employees to receive a 50% federal matching contribution of up to $1,000, in addition to any employer match – and will “significantly boost retirement wealth,” says Morningstar Center for Retirement.

B.J. Novak will take the stage for a keynote session titled, “Morning Fireside Chat: Lessons from Dunder Mifflin &amp; The Art of Saying No: A Conversation with B.J. Novak.” at the 2025 <a href="https://www.event.benefitspro.com/bprobrokerexpo/2504508">BenefitsPRO Broker Expo</a> in Boston. <br/>

Now, financial advisors can offer Capital Group’s ICanRetire employee engagement tool to small business owners to help improve participant outcomes and increase contributions.

However, there’s a&nbsp;significant disconnect between Americans’ confidence and knowledge when it comes to how they are saving for retirement and how they feel about their retirement readiness, according to a Principal survey.