Advisor Sales Strategies

This year's honorees consist of top-performing individuals and firms selected by a distinguished and diverse team of industry leaders.

With an October 31 deadline looming, many employees who have made 120 full monthly payments while working at a qualifying employer are eligible for forgiveness – and it's a quick win for employers seeking a high ROI financial wellbeing benefit.

Switching to ACA individual plans may be one strategy that companies use to continue supporting health benefits to retirees, says WTW survey.

It's key to arm employees with cost-effective health coverage guidance – whether they're trying to smoothly transition into retirement or intend to remain in the workforce for years to come.

Consider your situation like a card game. You have been dealt several playing cards. Here's how you can assemble the best hand.

Employees want some form of guaranteed income in retirement, and advisors can help start the conversation by first dispelling widely held myths about in-plan annuities.

If the pending legislation becomes law (and it's expected to be approved by Congress by the end of 2022), employers can boost 401(k) plans by implementing a student loan retirement match.

The bill's sponsors estimate a modest diversification into "alts," including real estate and private equity, could boost 401(k) performance by 17% a year and cut losses in a recession.