Advisor Sales Strategies

More than half of employees say the benefits information they receive from employers isn't good enough.

In the wake of the pandemic, we have seen a worrying increase in mental health struggles among the U.S. employee population.

Complex terminology can confuse retirement plan sponsors and participants, who must understand these differences in order to make informed decisions that secure financial stability.

In the year since the Federal Reserve brought interest rates to a more than two-decade high, the central bank has succeeded in taking the steam off of an overheated US economy. But higher borrowing costs have also had some unexpected effects.

With recent changes to the design of health care plans, there is more room for employers to violate their fiduciary obligations; however, they can take steps to ensure that they are meeting those responsibilities.

The DOL's push to impose a new fiduciary rule, which continues to face lawsuits, could actually offer financial benefits overall for small employer 401(k) plans, says a new Employee Fiduciary study.

Economic uncertainty has changed retirement expectations, which is why financial professionals should seize this opportunity to reinforce the importance of a long-term plan, as well the value of annuities, says a new survey.

This "sandwich generation," more than any others, may need to be made aware of just how short they may be in their retirement savings journey, as well as SECURE 2.0 catch-up contributions, according to a new report.