Advisor Sales Strategies

Although the new law encompasses 77 individual sections related to retirement plans, the most relevant ones for the coming year include required minimum distributions, hardship withdrawals and student debt provisions.

Still, the good news seems to be driven mostly by the falling fortunes of boomer men, since they had long bouts of unemployment during the Great Recession, according to a new report.

The younger generation is setting some lofty retirement goals, but the good news is they're looking for help from advisors, who can provide both a long-term strategy and a short-term tactical game plan.

Still, plan sponsors should be wary of being "lulled into a false sense of security" as potential challenges remain in the year ahead, according to a new report.

A new Morningstar report examined 94 asset managers - including Vanguard, UBS and Impax - and tapped eight firms as leaders that have focused on sustainable investing from day one.

Whether via audit or some other review process, it's not uncommon for employers to discover that a plan failure has occurred, however, most errors are resolvable — and potentially without fees or penalties — under the right circumstances.