BenefitsPRO: Employee Benefits News, Trends & Sales Tips

Time to reframe the company pension plan (and instantly become an employer of choice)

By John Lowell

But don't call it a defined benefit plan. Call it guaranteed lifetime income. That's what the surveys say employees are asking for now. And start the messaging today.

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Best Practices

How to help employers sell a benefits package to employees (and boost retention)

Research

80% of employees have a problematic level of debt (and expect employers to help)

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Advisor Sales Strategies Stories

November 11, 2022

Staffing pinch? Universities say retirement plan is top benefit in attracting talent

Since many higher education institutions can't compete with the desire for employees to work completely remotely, 90% of them said a DC plan is key and half of the colleges and universities have added or increased employer match.

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November 10, 2022

How does slashing $500 from a budget affect retirement? SmartAsset ran the numbers

Reducing monthly expenses can extend a retiree's $500,000 savings by more than seven years, according to the financial advisory firm, which examined three sample retirement portfolios.

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November 10, 2022

Only 64% of Medicare beneficiaries know when the yearly enrollment period is, survey finds

45% of Medicare beneficiaries haven't reviewed their coverage options in the past year, and a full third of respondents say they probably won't.

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November 09, 2022

Cost of retirement's gone up: Americans now expect they'll need $1.25 million

The retirement age has also risen from 62.6 in 2021 to 64 this year, and employers need to prioritize their employees' financial health by offering tools and resources that make it easier to build wealth, recommends a new report.

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November 09, 2022

Is it time to rethink 'The 4% retirement rule'?

Now, experts are saying it should just be a guideline for a retirement plan. Instead, give greater consideration to commission-free retirement annuities, which are built to generate income while also offering predictable income.

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November 07, 2022

Getting through to hard-to-reach prospects: 8 strategies that actually work

Do you call and leave a voicemail that never gets returned? Here's how to get on someone's radar while maintaining a professional demeanor.

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November 07, 2022

High anxiety: 2/3 of employees are worse off financially than a year ago

The cost-of-living crisis is having a major impact on employees (particularly women, Gen-Xers, boomers, and Hispanics), says new report. Employers need to educate them about mental health and financial wellness benefits.

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Top Advisor Sales Strategies Stories

Time to reframe the company pension plan (and instantly become an employer of choice)

How to help employers sell a benefits package to employees (and boost retention)

80% of employees have a problematic level of debt (and expect employers to help)

Recommended Just For You

Advisor Sales Strategies Stories

Staffing pinch? Universities say retirement plan is top benefit in attracting talent

How does slashing $500 from a budget affect retirement? SmartAsset ran the numbers

Only 64% of Medicare beneficiaries know when the yearly enrollment period is, survey finds

Cost of retirement's gone up: Americans now expect they'll need $1.25 million

Is it time to rethink 'The 4% retirement rule'?

Getting through to hard-to-reach prospects: 8 strategies that actually work

High anxiety: 2/3 of employees are worse off financially than a year ago