Advisor Sales Strategies

The highly anticipated retirement security bill, SECURE 2.0 Act, which is expected to become law by the end of 2022, is one step closer to passage, as it is now attached to the omnibus appropriations bill now before Congress.

For 2023, 52% of plan sponsors say providing financial wellness tools will be a top priority, since nonprofits are placing a greater emphasis on financial education, says a new report.

As the frequency of cyber attacks increases, so has demand for cyber insurance. However, insurers are now asking for more proof companies have certain cybersecurity strategies in place before providing coverage.

Retirement savings plans could see a significant upgrade if this pending legislation becomes law before the end of the year, giving small businesses more ability to offer plans and opening up opportunities to gig workers.

National, state and local rules may continue to change, but employers need to be aware of regulatory changes and consult with their broker, compliance team and other trusted advisors.

Just 13% of large employers offer health benefits to Medicare-eligible retirees, but switching to a MA plan may limit access to services, according to a new report.

Plan sponsors should educate employees using every possible tool from virtual to written to on-site meetings, as well as directing messaging to certain groups of participants.

Choice is good for participants, but too much choice is counterproductive in retirement systems, according to a new Morningstar report that evaluated retirement systems in eight "highly educated and wealthy countries."