Advisor Sales Strategies

Women most frequently need advice in understanding how long savings would last and how to adjust retirement savings if it's not on track, cited a new report that provides invaluable insight for advisors and employers.

This landmark legislation will open up retirement savings to millions more of Americans by expanding auto-enrollment, providing emergency savings, offering student loan/employer match contributions, and more.

Unlike a 401(k) plan, employers don't have to worry about abandoned plans and employees don't have to go through the hassle and expense of a rollover.

The sweeping new retirement savings legislation will likely become law any day now, however, it's not a catch-all solution and employers still need to make some adjustments to further differentiate themselves.

In the wake of the recent FTX scandal, tangible, more down-to-earth assets are attractive to many investors and things like crypto are not, according to a new Mercer report.

The highly anticipated retirement security bill, SECURE 2.0 Act, which is expected to become law by the end of 2022, is one step closer to passage, as it is now attached to the omnibus appropriations bill now before Congress.