Features
401(K) PRACTICE: Shlomo Benartzi Talks Tech’s Transformation of Retirement Saving
The famed behavioral economist compares auto-enrollment and escalation to autopilot—get the altitude and heading wrong and it’s all gonna crash. What’s just over the horizon for 401(k) saving nudges, and what dynamic will digital innovation play? Here’s what advisors need to know.
401(K) CLIENT ACQUISITION: The Right Way to Identify 401(k) Niche Markets
Underserved and misunderstood, some market segments can deliver loyalty and ROI to those advisors who are willing to put in the effort.
401(K) TOP ADVISORS BY PARTICIPANT OUTCOMES: The Company We Keep
Once again, we’re honored to feature the first four selections of our ‘Top Advisor By Participant Outcomes’ recognition and the creative ideas they share.
401(K) FIDUCIARY: Marcia Wagner Clues Us in on ‘How to Avoid Share-Class Chaos’
Regulators haven’t even figured it out, sometimes relying on the courts for guidance. How can 401(k) advisors keep themselves and their plan-sponsor clients out of share-class trouble?
401(K) INVESTMENTS: CITs Are Hot—Why Aren’t More Advisors Intrigued?
401(k) advisors conceptually ‘get’ collective investment trusts, but relatively few recommend the product, despite substantial growth. What’s the problem?
401(K) HEALTH SAVINGS ACCOUNT: How to Get People ‘Lined Up Around the Corner’ for HSAs
401(k) contribution limits appear safe (for now) taking some of the heat off the retirement saving vehicle, and some of the shine off the HSA as a potential alternative. Yet viable reasons for including HSAs in the advisor’s suite of product offerings certainly remain. EBRI’s Paul Fronstin explains.
Columns
401(k) Client Connection
Seven seconds—that’s how long you have to impress or fail with a first-time website visitor. Why not dazzle them upfront? 401(k) Marketing’s Rebecca Hourihan explains.
401(k) Financial Wellness
How do we effectively move 401(k) financial wellness from idea to execution? Financial wellness expert (guru, swami) Mark Singer sheds light.
401(k) Close
How do elite advisors organize their day? What characteristics do they possess that help them create success? Rekon Intelligence CEO Ross Marino tells us how to adopt the habits of top performing 401k advisors.
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Ashley Gonzalez is the director of digital media for 401(k) Specialist. She has 15 years of experience in the digital media industry, specifically B2B markets. Ashley specializes in digital marketing, electronic newsletters, social media and web development.