BenefitsPRO: Employee Benefits News, Trends & Sales Tips

Holistic financial wellness: Adding a human touch is key

By Joel Kranc

Investors want both a human and technology aspect to their planning and investment advice, in order to help evaluate all the paths forward to achieve the desired outcome, according to a new survey.

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Q&A

Retirement industry leader talks SECURE 2.0: Q&A with Principal Financial's Chris Littlefield

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Employer advocacy group urges Congress to improve employee health care and retirement

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February 02, 2023

Flexible benefits are a top employee demand (the status quo isn't cutting it anymore)

While HR teams often think of flexibility in terms of remote work, employees also want professional development opportunities, flexible hours and benefits that meet their unique needs, like daycare reimbursements.

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February 02, 2023

Fed slows interest rates, raising by 0.25% (smallest hike in nearly a year)

Expect a "couple" more interest-rate hikes to curb inflation because "we have more work to do," says Federal Reserve Chair Jerome Powell.

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February 01, 2023

401(k)s are not enough for Gen Z and millennials: Why many are choosing HSAs too

Around half of Gen Z and millennial workers who are offered an health savings account by their employer are using it to save for future health care costs in retirement, says a survey.

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January 31, 2023

25 states file lawsuit to block DOL's new ESG rule for retirement plans

State attorneys general allege that the rule that rolls back ESG restrictions in investments - and went into effect on Monday - "undermines key protections for retirement savings of 152 million workers."

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January 30, 2023

SECURE Act 2.0: Key changes for 401(k) plans in 2023

There are over 90 provisions in the new retirement legislation, so here is a year-by-year overview of key provisions that will affect employers and their employees.

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January 30, 2023

A glimmer of hope? Americans hit savings goals in 2022, averaging $5,011

Employers and advisors still have a role to play to support employees, since 1 in 5 adults are seeking guidance in debt management, building emergency savings, and saving for retirement, says a new survey.

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January 30, 2023

Half of Americans hit pause on retirement savings in 2022 (but are optimistic for 2023)

There's a clear correlation between inflation and Americans' delayed or altered retirement plans, but 61% believe their retirement situation will improve in 2023, says a new survey.

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Advisor Sales Strategies

Top Advisor Sales Strategies Stories

Holistic financial wellness: Adding a human touch is key

Retirement industry leader talks SECURE 2.0: Q&A with Principal Financial's Chris Littlefield

Employer advocacy group urges Congress to improve employee health care and retirement

Recommended Just For You

Advisor Sales Strategies Stories

Flexible benefits are a top employee demand (the status quo isn't cutting it anymore)

Fed slows interest rates, raising by 0.25% (smallest hike in nearly a year)

401(k)s are not enough for Gen Z and millennials: Why many are choosing HSAs too

25 states file lawsuit to block DOL's new ESG rule for retirement plans

SECURE Act 2.0: Key changes for 401(k) plans in 2023

A glimmer of hope? Americans hit savings goals in 2022, averaging $5,011

Half of Americans hit pause on retirement savings in 2022 (but are optimistic for 2023)