Advisor Sales Strategies

These legal pros, who represent clients in the employee benefits field, sent a letter to Congress, in the aftermath of the just-passed tax bill which included little for the retirement sector, to increase retirement "plan formation, plan participation, and retirement savings." 

A Texas federal judge ruled partially in favor of a group of financial advisors challenging the DOL's interpretation of fiduciary standards under ERISA, when it pertains to advisors offering recommendations for rollover transactions. 

Empower's CEO has replied to Senator Elizabeth Warren's letter to him, which questioned the risks of Empower's new private market program, by responding that the "retirement landscape is changing" and it "succeeds when it evolves."

The deal gives the investment firm $7.3 billion in assets as it attempts to broaden its holdings of private assets, following BlackRock's announcement last week of a new all-in-one 401(k) target date fund with private equity.

The Securities and Exchange Commission's new Crypto Task Force is paving the way for crypto in 401(k) plans, by issuing disclosure requirements for exchange-traded products tied to cryptocurrencies.

The number of Americans living to 100 is expected to quadruple by 2054, yet most retirement plans aren't built for longer lifespans – and this is why employers should offer lifetime income options within 401(k)s, says Nationwide.