Advisor Sales Strategies

The class action lawsuit, filed on behalf of 60,000 plan participants, alleges the airline failed to replace a “chronically underperforming” large-cap fund holding over $2 billion in retirement plan assets for 15 years – and “still continues to this day.”

Demand for in-plan retirement income is strong as defined benefit plans continue to be phased out, according to Michael Dullaghan of Franklin Templeton.

This generation may be managing parental care, supporting adult children, and perhaps still raising kids under 18, however, a majority (54%) believe they need help from a financial professional to achieve their retirement goals, according to Edelman.

#1 New York Times bestselling author of <i>The Happiness Project </i>and host of the “Happier” podcast Gretchen Rubin will be one of the keynote speakers at the 2025 <a presentation="role" href="https://www.event.benefitspro.com/bprobrokerexpo/2504508">BenefitsPRO Broker Expo</a> in Boston

Women often earn less, live longer, and face career interruptions, however, gender-specific employee matches would be inappropriate, says Cathy Mendell, founder, <a href="https://theiafinancial.com/">Theia Financial</a>.

Knowledge is not the same as action, especially when it comes to personal finance, says a recent MDRT survey, which offers the best ways to close the gap between consumers' knowing what is best for their finances and actually taking those steps.