Advisor Sales Strategies

Thanks to a new SECURE 2.0 provision that allows employers to offer financial incentives to start saving for retirement, participants can now earn up to $250 if they contribute to a plan for one year under a new program.

Although she didn't start in pole position, Nancy Giacolone has come to lead the pack through determination, innovation and a client-centered approach.

While 38% of Gen X and 29% of baby boomer investors expect a prolonged period of severe downturn, 56% of Gen Z and 50% of millennials say they still expect to retire on time, according to the Nationwide Retirement Institute.

The cuts in savings mirror a larger financial challenge, with 30% of Americans finding it difficult to make ends meet and 39% lacking nonretirement savings sufficient to cover one month of living expenses, says a new study.

In a BenefitsPRO Broker Expo breakout presentation, the head of broker partnerships at an employee financial wellness platform discusses the best strategies for brokers to bring this must-have benefit to employers.

Many small business employers may be unaware that there are several retirement solutions available to them and that the new federal law covers 100% of the startup administrative costs for employers with up to 50 employees.

Following the collapse of First Republic Bank earlier this week, the Federal Reserve is expected to deliver its 10th - and final - rate hike for a while today, bringing the rate to a range of 5% to 5.25%, the highest since 2007.

Employers often cite wanting to help older workers close to the end of their working years as a main reason for offering in-plan benefits, while enhancing negotiating power with recordkeepers is another reason, says a survey.