Advisor Sales Strategies

In some cases, plan sponsors are being told that their termination basis funding levels are significantly lower than they actually are, which could be a result of misinformation tied to outdated glide paths or lump sum pension payouts.

Looking to the year ahead, now's the time to take stock of your company's retirement plan to ensure it has adopted the following automatic features that help set your workforce up for investment success.

Plan sponsors need to be more receptive to bringing in someone that's going to give holistic advice to employees – to educate them about saving for retirement – and it all starts with employers, says a new study.

Employees still kept their employer-sponsored retirement plans on track in Q3 even as they saw a decline in their retirement accounts, according to Fidelity.

There's a unique opportunity for employers and advisors to connect interested employees with ongoing financial education and tools to set them up for financial success, according to a new survey.

The California county has now moved to a "medium" level of infections as cases are rising in 40 states, led by Oklahoma, where they are up 89% from two weeks earlier.

Because their retirement plans are not "seamlessly portable," 83% of employees want one that travels with them from job to job without a rollover, according to a new study.

Employers can help earlier in a plan member's career by offering financial planning as a benefit, by encouraging a better understanding of how HSAs work and by offering education on prescription drug affordability strategies.