Advisor Sales Strategies

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.

The good news: Women are interested in solutions that can help them navigate inflation challenges, and the start of a new year is an opportune time for plan sponsors to ensure women participants are able to retire on time.

As employees grapple with student debt, housing costs and inflation, companies have an opportunity to get cash-creative to help employees grow their net worth while ensuring they retain their best workers.

More than half (53%) of American adults don't have an accurate view of how long adults tend to live in retirement, according to a new TIAA report.

Momentum from passage of SECURE 2.0 could "accelerate" efforts to enroll millions more of employees, since fewer than 50% of small businesses with less than 50 employees currently sponsor a retirement plan.

Some U.S. banking leaders are calling it a "mild recession," while 61% of academic and business and academic economists said there's a probability of a recession in the next 12 months.

The combination of historically high inflation and fluctuating interest rates threatens to erode the income-generating strategies for retirees that have prevailed for the last two decades, according to a new report.

This new legislation allows employer-sponsored retirement plans to have an emergency savings account within them, effective after December 31, 2023.