Advisor Sales Strategies

While public health officials are urging masks in Los Angeles, New York City and other areas, employers across the US might encourage employees to stay home if they are not feeling well and are symptomatic, recommend experts.

While nearly half of younger workers say they would like crypto as a choice in their 401(k), what's even more surprising is that nearly half also say they would like an annuity option, according to a new study.

Economic conditions today - and those anticipated in the coming months - are similar to those that have signaled global recessions in the past, says the world's second-largest investment manager.

The actuarial group relayed its support of automatic enrollment in new 401(k)s, benefit portability and other key provisions of the landmark legislation, expected to become law by the end of 2022.

As recent major regulatory developments in the SEC and DOL will likely shape sustainable investing for years to come, the Forum for Sustainable and Responsible Investment released its latest findings.

Consumers say they had significantly less money this past year due to inflation and are taking a less optimistic, more pragmatic view of their finances – save more money, pay down debt and spend less money, says a new study.

An emergency savings policy – which would automatically enroll employees into savings programs – would align with the goals of the U.S. retirement system, wrote employers in a letter sent to House and Senate leaders.

Due to inflation, some of the new numbers are substantially higher than their 2022 counterparts.