Advisor Sales Strategies

Most (92%) employees agreed that it was important to have choice in and control of the investments in their plans and more than eight out of 10 said that their DC plan offered “a good lineup of investment options," according to the Investment Company Institute.

A third of Americans don’t believe retiring in their current location makes financial sense, which is why Nationwide Financial Research’s new data can help advisors offer specific financial guidance to those in the Northeast, Midwest, West and the South.

While the actual 2026 Social Security cost-of-living increase for retired workers won’t be announced until October, the Senior Citizens League is predicting a 2.3% increase for 2026 – a modest decrease from the 2.5% raise in 2025.

The Labor Department has filed a motion to pause two federal court cases challenging the Retirement Security Rule, which was finalized last April and had been set to go into effect last September, but has been beset by lawsuits.

Forfeiture cases are no longer nuisance lawsuits, as top law firm Schlichter Bogard, which has been representing many plaintiffs in recent 401(k) excessive fee lawsuits, is representing the telecommunications company’s participant-plaintiffs.

In addition, 90% of all nonprofit employees are eligible to participate in plans, a survey high, and likely expanded due to another SECURE 2.0 provision allowing long-term, part-time employees to participate, according to a PSCA survey.

The Retirement Fairness for Charities and Educational Institutions Act of 2025 is the latest attempt to pass CIT legislation, however, this time the Investment Company Institute and the Insured Retirement Institute are getting behind the effort.

A group of 17 Republican state attorneys general are demanding answers from top asset managers, who they say are misleading investors and retirement plan fiduciaries by omitting “essential disclosures for funds that include Chinese investments,” according to the AG letter.