Advisor Sales Strategies

You can increase participation rates, savings, and good investment choices simply by sitting down with employees individually and giving them a two-slide overview of how the plan works.

The retirement plan allows small business owners to maximize their contributions while sailing safely through annual IRS-mandated compliance tests.

Gen Z Super Savers plan to save more than $2 million by the end of their careers, says a new survey that targeted retirement plan participants ages 18 to 57 who contributed $17,550+ in 2021,

Aside from required CE credits, you may have additional educational opportunities available to you that can give you an advantage over a competing candidate without those qualifications.

Someone who retires at age 70 can expect to pay between 28% and 29% less in health care costs than if they retired at age 65.

The simple "two weeks off" and "five sick days" are no longer enough for most workers. While basic benefits are a start, they're certainly no longer the benchmark for what talent is seeking.

Ensure portfolios are well-positioned for inflation risk and rising rates or, for near-retirees, consider the benefits of a lifetime income annuity to help address market risk, experts say.

With inflation, market volatility and the lingering pandemic, now's the time to offer guidance, tools and resources to help workers make the best decisions to balance current financial needs without jeopardizing their future.