Advisor Sales Strategies

There are myriad ways to advise clients to increase awareness of their company retirement plan – send out educational emails, newsletters or videos, says Chuck Smith of Prime Capital Retirement.

"Shiny" new perks might cause employers to overlook what's right in front of them and underestimate the importance of retirement benefits—a mistake that could end up costing them talent, says a new Guideline survey.

Six health insurance carriers are included in Newsweek's "America's Best of the Best 2024".

The Plan Sponsor Council of America has launched a handy and customizable "Building Your Financial Future" educational campaign to help employers and plan sponsors recognize 401(k) Day tomorrow, September 6.

It's an ideal time to focus on promoting financial literacy and helping employees understand the various long-term savings tools that may be available to them beyond a 401(k), such as an IRA, HSA, and FSA.

As one in four retirees are still paying off mortgages and paying down credit card debt, financial advisors and employers need to advise pre-retirees about different retirement solutions and products, according to Nationwide.

Ameriprise, Edward Jones and other big names in wealth management have agreed to pay hefty fines, after a years-long sweep of 26 firms for "widespread and longstanding failures" to preserve electronic communications.

With increasing numbers of employees looking to their employers to help support them on their financial journey, it's essential for benefits brokers to leverage this opportunity to enhance the value they provide.