Advisor Sales Strategies

The Retirement Savings for Americans Act would establish a new program that gives workers access to portable, tax-advantaged retirement savings accounts with federal matching contributions for low- and middle-income workers.

Companies are making emergency funds easily available to workers regardless of the nature of the emergency, often helping them afford basic living expenses like housing, food, and utilities amidst their hard times.

Of those plan sponsors who reported full employee participation, 80% had a plan financial advisor, according to a Morgan Stanley, who just enhanced its design.

This largest-ever rescue covers 350,000 workers and retirees of the Central States Pension Fund, one of the largest multi-employer pension plans in the nation that was projected to become insolvent in 2026 prior to the pandemic.

Last week, 13 Republican state attorneys general asked federal energy officials to consider blocking the world's second-largest fund manager from buying utility stocks because of its relationship with the Net Zero Asset Managers coalition.

It's no easy task in a turbulent economy for plan sponsors to look ahead, with a new Congress taking power in January and not knowing if the current Congress will enact SECURE Act 2.0 in the post-election session next week.

Defined benefit retirement plans have successfully implemented real estate investments for almost 50 years and there is increase interest and adoption in DC plans, according to a J.P. Morgan study.

Financial wellness benefits and education provide an opportunity to put the pieces together and teach employees to apply the full range of workplace benefits, such as pre-tax transit benefits or education costs, to their personal financial needs.