Advisor Sales Strategies

It's no easy task in a turbulent economy for plan sponsors to look ahead, with a new Congress taking power in January and not knowing if the current Congress will enact SECURE Act 2.0 in the post-election session next week.

Defined benefit retirement plans have successfully implemented real estate investments for almost 50 years and there is increase interest and adoption in DC plans, according to a J.P. Morgan study.

Financial wellness benefits and education provide an opportunity to put the pieces together and teach employees to apply the full range of workplace benefits, such as pre-tax transit benefits or education costs, to their personal financial needs.

Even though balances fell from last year and last quarter, asset allocations and trading remained steady heading into the final quarter, according to a Schwab report.

Because you take an interest in a client's business, they want you to succeed in your business too. That's why you need to make them aware of the ways they can help you build your book of business.

In some cases, plan sponsors are being told that their termination basis funding levels are significantly lower than they actually are, which could be a result of misinformation tied to outdated glide paths or lump sum pension payouts.