Advisor Sales Strategies

Economic uncertainty has changed retirement expectations, which is why financial professionals should seize this opportunity to reinforce the importance of a long-term plan, as well the value of annuities, says a new survey.

This "sandwich generation," more than any others, may need to be made aware of just how short they may be in their retirement savings journey, as well as SECURE 2.0 catch-up contributions, according to a new report.

At a 3-day meeting, retirement experts encouraged the Council, which advises the DOL, to recommend that qualified default investment alternatives (QDIAs) become more prevalent in defined contribution plans.

Only 24% of 401(k) plan participants feel "very confident" in maintaining their standard of living in retirement, questioning the effectiveness of employer financial wellness programs, says a new report.

For the third year, the LUMINARIES Awards will shine a spotlight on the individuals and organizations that are impacting the benefits industry for the better. Submit a candidate before the July 3 nomination deadline!

The Securities Industry and Financial Markets Association (SIFMA) & Financial Services Institute (FSI) argue that the rule — while intended to strengthen investor protections — would actually limit their access to retirement products.