Advisor Sales Strategies

To clear up any confusion for administrators of both single-employer and multi-employer defined benefit plans, the Department of Labor has issued new guidance for annual AFN notices that are due by April 30, 2025.

While financial experts acknowledge the panic many Americans are feeling about their 401(k)s since the stock market plummeted, most agree they are a solid long-term investment because most have a '60/40 account’ – 60% stocks and 40% stable investments, like bonds.

The Women’s Retirement Protection Act of 2025 was just reintroduced in both the House and Senate to help close the retirement gap and improve women’s financial security.

Fiserv CEO Frank Bisignano’s nomination was advanced by the Senate Finance Committee, despite strong opposition from Democrats who voiced concerns over his relationship with DOGE officials.

Given the steep plunge in Tesla shares this year, the AFT President is urging money managers to "safeguard retirement assets" and urgently review their current holdings in electric car Tesla, which is a target of political protests amid growing animosity for the brand.

Both firms, and many more, have been sued by employees in class action lawsuits over the PRT deals made with insurance company Athene Annuity & Life, alleging the firm "breached their fiduciary duties," however, district courts issued split rulings on these 2 cases.

Larry Fink, CEO of the world’s largest asset management firm, said "unlocking private markets" is key, and asks investors in his annual letter, “If private assets perform so well, why aren't they in your 401(k)?”

For our first episode, we're joined by Chelsea Ryckis, the 2024 BenefitsPRO Advisor of the Year and co-founder of Ethos Benefits. She shares her thoughts on the current state of employee benefits, how transparency and fiduciary shifts are impacting advisors and employers, her favorite music (kind of...) and more!