Advisor Sales Strategies

The idea of retiring on $100,000 a year should get employees' attention and can be a good lead-in to financial wellness training sessions on two of the "building blocks" of retirement – Social Security and investing in 401(k)s.

Financial wellness has emerged as a game-changer – and the new retirement legislation is making new employer offerings, such as student debt relief or emergency savings funds, more cost-effective than ever to implement.

Once a leader in the shift away from defined benefit plans to defined contribution plans in the U.S. in the '80s and '90s, the tech giant is now taking a different approach by switching employees to a Retirement Benefit Account.

Workers are asking for help with calculating how much they need to save for retirement, how to invest in their 401(k)s, and how to create an income stream in retirement, says a new Schwab survey.

The uncertainties over the past few years have clearly affected workplace savers, who are now less sure about when retirement will come, what it will look like and how they should prepare for it, according to a new survey.

Veterans Day on Nov. 11 presents an opportunity to recognize the unique qualities veterans bring to the workplace and to reward them with the right mix of benefits tailored to their special health, wellness and financial needs.

A coalition of nearly 20 financial industry trade groups, including the Financial Services Institute and the Insured Retirement Institute, says a 60-day comment period is not enough time to comment on the 500-page proposal.

Only 7% of women believe they have sufficient savings to last their entire retirement, and "it's incumbent on us in the financial industry to do a better job of reaching women as early as possible," according to IRALOGIX.