Brokers are reporting healthy revenue growth in employee benefits, helped by strong labor markets and generally rising client payrolls, according to Moody's Investor Service.
Among the new law's 93 provisions are new mandatory rules for part-time workers, as well as an optional provision for employers to include a student loan/401(k) matching plan.
Rather than simply emphasizing the accumulation of assets, this new research-driven approach first determines whether an investor prefers safety-first or keeping their options open, according to new research.
Plus, employers who are able to connect their benefits package with the services of an advisor may be able to differentiate themselves from competing firms, according to a new report.
Not only does this finding from a new survey bode well for advisors, but it bolsters the bridge between employers and advisors, making collaboration toward better retirement outcomes more organic.
Still, plan sponsors should be wary of being "lulled into a false sense of security" as potential challenges remain in the year ahead, according to a new report.
A new Morningstar report examined 94 asset managers - including Vanguard, UBS and Impax - and tapped eight firms as leaders that have focused on sustainable investing from day one.
Flexible strategies are more effective because they help to prevent retirees from overspending in periods of portfolio/market weakness, while giving them a raise in strong portfolio/market environments, according to a new report.
The cause for the funding challenge is that spending for Social Security is set to increase sharply in relation to GDP in the next decade as the large baby-boom generation retires, according to the CBO.