Advisor Sales Strategies

The California county has now moved to a "medium" level of infections as cases are rising in 40 states, led by Oklahoma, where they are up 89% from two weeks earlier.

Because their retirement plans are not "seamlessly portable," 83% of employees want one that travels with them from job to job without a rollover, according to a new study.

Employers can help earlier in a plan member's career by offering financial planning as a benefit, by encouraging a better understanding of how HSAs work and by offering education on prescription drug affordability strategies.

Companies might prioritize flexible retirement plans that can make it simple for employees to save for their future or offer auto-enrollment to help new employees save for the long-term.

The administration's student loan program, which has already approved 16 million applications since launching in October, was dealt another legal blow, likely sending a second case to the Supreme Court.

When it comes to employee retirement plans, some advisors adhere to a less stringent set of obligations - the suitability standard, so it's beneficial to speak openly with advisors and brokers about their fee structure.