Advisor Sales Strategies

Employers and plan sponsors must prioritize guaranteed income options in 401(k)s as a necessity – not just a "nice-to-have" option, according to a Nationwide's Protected Retirement survey report.

Well-designed retirement plans and financial education can help impact employee retirement savings, according to a new Human Interest survey.

Advisors can serve as a bridge to address the retirement readiness gap, helping plan sponsors—and in turn, employees— be better prepared for life in retirement, according to a new Fidelity survey.

As companies and their benefits advisors prepare for the next round of renewals, the "Ozempic bump" serves as a stark reminder of the volatility of health care costs.

Callahan Financial, Richard Bernstein and other registered investment advisors made untrue or unsubstantiated claims or lacked required disclosures, according to the Securities and Exchange Commission.

In a report released last month, the Government Accountability Office estimated that about 10 million borrowers – more than one-quarter of the total – were behind on payments as of the end of January.

Employers should consider the following 2024 updates to SECURE 2.0; the benefits will serve as a clear differentiator within an increasingly competitive and uncertain economy.

Four million Americans will be turning 65 every year for the next four years, which is why employers need to communicate the in-service distribution option to employees, says Joseph Roop, president, Belmont Capital Advisors.