Advisor Sales Strategies

Forty-eight percent of workers said that money and finances are the top source of stress in their lives.

Managed Lifetime Income blends a managed payout from T. Rowe Price for the first 15 years with a qualifying longevity annuity contract from Pacific Life for the remaining balance.

The upcoming election results will have a significant impact on health care and employee benefit policies for at least the next four years.

This is the second in a two-part series offering open enrollment advice from top benefits advisors, HR leaders, and other benefits professionals.

At least 30,000 employers have opted to launch their own 401(k), when mandated by their states to enroll employees in a retirement plan, according to a Georgetown University study.

While the Democratic candidate withdrew $135,000, the average amount people withdrew from their retirement accounts was $15,000 – and less than half (43%) have paid it back, according to a FinanceBuzz survey.

These firms and benefits professionals are taking impressive and unique steps that produce quantitative and qualitative results for their practices, teams, organizations and the broader benefits community.

Leading retirement experts give their perspectives on raising awareness about the importance of planning, saving and ensuring a stream of guaranteed lifetime income for retirement in a new TIAA report.