Advisor Sales Strategies

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!

The Plan Sponsor Council of America has launched 403(b) Day to effectively help nonprofit employers promote 403(b) plans and engage plan participants in retirement planning, similarly to 401(k) Day.

After an end to pandemic-era relief on student loans during the Biden administration, reporting of student loan delinquencies resumed Jan. 1, which will hit credit reports for missed payments beyond 90 days past due, according to new research.

Amid recent Social Security uncertainties, employers and plan sponsors might need to ramp up efforts to secure their employees' financial futures.