BenefitsPRO: Employee Benefits News, Trends & Sales Tips

Guiding retirement savers in 2023: New opportunities abound from SECURE 2.0

By Scott Wooldridge

Advisers and plan sponsors should start leveraging provisions of the new law, particularly the benefits now available to employees of small companies, according to a new J.P. Morgan guide.

Read Story

Research

With target date funds facing scrutiny, where do plan sponsors go from here?

Research

Self-directed 401(k) participants saw balances drop in 2022

Recommended Just For You

Advisor Sales Strategies Stories

March 28, 2023

Women identify as 'novice' investors: Closing the gender retirement gap

Considering how the gender pay gap works against women's ability to create long-term wealth, setting up auto-enrollment in a company plan is the best possible option to increase retirement planning equity, says a new survey.

Read

March 27, 2023

Emergency savings: A key addition to a company retirement plan

Companies need to prioritize outreach to low- and moderate-income workers, who are disproportionately less likely to participate in workplace retirement plans, according to a new report.

Read

March 24, 2023

DOL's ESG investing rule challenge alive, despite Biden veto

From an attempt to override the veto to a legal challenge by Republican state attorneys general in 25 states, the political issues surrounding Labor's ESG rule will continue to swirl for the foreseeable future.

Read

March 23, 2023

Retirement insecurity: Pre-retirees less confident they can cover basic living expenses

For the first time, a majority of workers (51%) said they would consider converting a portion of assets into a lifetime-guaranteed annuity for retirement, according to a new survey.

Read

March 23, 2023

Fed raises interest rates by 0.25 points, as banking crisis complicates inflation

After eight consecutive rate hikes, the Federal Reserve raised interest rates again on Wednesday, pushing the federal funds rate to the highest level since 2007.

Read

March 22, 2023

Beyond deductions & credits: The underlying effects of SECURE 2.0 on employers

While the new retirement law offers unique opportunities for employers, companies need to consider how much value employees will place on the new savings vehicles, such as automatic enrollment and emergency savings.

Read

March 21, 2023

6 in 10 women expect a recession in 2023, complicating retirement plans

Women investors are bracing for the worst and are expected to see increased economic uncertainty, high inflation, and a delayed retirement over the next few months, according to a new advisor survey..

Read

‹ ‹ PREV 42 43 44 ... 558 › NEXT ›

Advisor Sales Strategies

Top Advisor Sales Strategies Stories

Guiding retirement savers in 2023: New opportunities abound from SECURE 2.0

With target date funds facing scrutiny, where do plan sponsors go from here?

Self-directed 401(k) participants saw balances drop in 2022

Recommended Just For You

Advisor Sales Strategies Stories

Women identify as 'novice' investors: Closing the gender retirement gap

Emergency savings: A key addition to a company retirement plan

DOL's ESG investing rule challenge alive, despite Biden veto

Retirement insecurity: Pre-retirees less confident they can cover basic living expenses

Fed raises interest rates by 0.25 points, as banking crisis complicates inflation

Beyond deductions & credits: The underlying effects of SECURE 2.0 on employers

6 in 10 women expect a recession in 2023, complicating retirement plans