Advisor Sales Strategies

Many plan sponsors believe personalized advice and guidance will improve retirement outcomes and see managed accounts as the next step in the evolution of “one portfolio for all perspectives,” according to PGIM’s Defined Contribution survey.

The average percentage of assets compared to total liabilities has held steady in the 71% to 79% range over the past five years, according to the National Conference of Public Employee Retirement Systems.

While AI is a powerful tool, the best approach is a hybrid one—leveraging AI for quick, data-driven insights while consulting human experts for major financial decisions, according to a new Pearl study.

The challenge is to find ways to create pension-like incentives within the context of a defined contribution retirement plan, according to the Society of Actuaries report.

The tax-deferred plan, similar to a 401(k) plan, is the basis for a plan that is being proposed with new legislation called the Retirement Savings for Americans Act, which could expand savings for millions of low- and moderate-income private sector Americans.

The Securities and Exchange Commission has placed more restrictive regulations on asset managers that may attempt to influence shareholders with a large equity stake in a company on ESG topics.

The cannabis industry’s premier partner in human resources and payroll solutions has launched a fully-vetted retirement plan by partnering with Vanguard, First Citizens Bank and PCSRetirement.

The Labor Department was granted its motion to pause two federal court cases challenging its Retirement Security Rule, which was finalized last April and had been set to go into effect last September, but has been beset by lawsuits.