Advisor Sales Strategies

Now, both employers and plan sponsors will need to make some technological adjustments in order to expand automatic enrollment, speed up deployments and ensure compliance.

Record inflation and supply chain issues has negatively impacted business owners' retirement plans, forcing many to re-evaluate investing strategies and turn to advisors to weather short-term volatility, according to a new survey.

The increase in interest rates seen in 2022 has improved pension funded status and provided attractive yields for sponsors wanting to de-risk by increasing their allocation to fixed income, according to a new report.

There is a looming retirement-readiness problem that is not going away: Employers need to motivate employees to take action and participate in their 401(k) plan (and not leave "free money" on the table).

A new financial tool can help employers and advisors understand where people are and where they want to go – and then meet them there.

Although the new law encompasses 77 individual sections related to retirement plans, the most relevant ones for the coming year include required minimum distributions, hardship withdrawals and student debt provisions.

Still, the good news seems to be driven mostly by the falling fortunes of boomer men, since they had long bouts of unemployment during the Great Recession, according to a new report.

The younger generation is setting some lofty retirement goals, but the good news is they're looking for help from advisors, who can provide both a long-term strategy and a short-term tactical game plan.