Advisor Sales Strategies

Ahead of the next Federal Reserve meeting on Feb. 1, ongoing inflation leaves economists expecting bigger rate hikes than most Fed officials have projected.

With the recent passage of SECURE Act 2.0 and the IRS' release of substantially higher contribution limits for 401(k)s, small employers are only just beginning their journey to design and offer robust retirement benefits.

Employers have an opportunity to lessen the significant burden of this debt for their employees — while cultivating a more cutting-edge benefits package that can also appeal to prospective talent.

Some advisors may be underestimating the level of anxiety their clients are living through and should seize the opportunity to help them understand the value of protection solutions, like annuities, says a new study.

Plan sponsors need to be aware of the impact of the adoption of target date funds as the default investment option in plans and make decisions accordingly, according to a new report.

HSA investing works like a 401(k) because an employee can select a variety of retirement savings solutions, such as target date strategies and low-cost investments. Net result: HSA is supplemental retirement income.