Features
401(K) PRACTICE MANAGEMENT: More Human Than Human—How Human Capital Risk Management Will Revolutionize Retirement
Innovator Hugh O’Toole is disrupting the 401(k) industry (and benefits in general) with a deep dive into data. It results in tangible cost savings and better coverage, offering real value for sponsors and participants. But how is it effectively deployed in keeping with the advisor’s business model? O’Toole gets specific.
401(K) INVESTMENTS: How to Harvest ‘Higher’ 401(k) Returns
Certain non-traditional asset classes might not square with a 401(k) advisor’s moral code, but when is it responsible, and a potential fiduciary obligation, to consider them for an investment menu? It’s especially vexing in the age of legalized cannabis and cryptocurrency.
401(K) TOP ADVISORS BY PARTICIPANT OUTCOMES: A New Year, New Advisors and New Ideas
We’re extremely excited to present the first group of nominees for our ‘2019 Top Advisor by Participant Outcomes’ recognition, now in its third year and only getting better.
401(K) PRODUCTS: Target-Date Transformation—Where Do We Go from Here?
The (incredibly) popular 401(k) fund products are credited with better participant behavior and an ease-of-use design that’s getting more people enrolled. But what about the all-important area of retirement outcomes? How effective are they in addressing the ultimate benchmark of employee-saving success?
401(K) ROLLOVERS: Single Issue That Can Derail the Best-Laid 401(k) Plan
It’s silent, monotonous and often overlooked, but it’s something that is accelerating and becoming substantial for 401(k) plan sponsors and participants. The issue? Beneficiary elections.
Columns
401(k) Advisor Voice
The popularity of podcasts has exploded in recent years, and Rekon Intelligence’s Ross Marino gives us his five favorite podcasts to help 401(k) advisors outperform. If you’re looking to streamline your business and grow revenue (who isn’t?), they’re well worth your time.
401(k) Client Connection
Do you find yourself playing ‘email whacka-mole,’ calendar Tetris or any variation of technology-induced craziness? It’s enough to drive us mad (and result in no shortage of distraction). Thankfully, 401(k) Marketing CMO Rebecca Hourihan provides three tips for tackling 401(k) technology.
401(k) Provider Perspective
MEPs are great, but they certainly aren’t the only retirement solution for small businesses. Terry Dunne, senior vice president and managing director of Retirement Services at Millennium Trust Company, runs through the rest.
401(k) Coaches (k)orner
Randy Fuss, Practice Management Consultant with CUNA Mutual Retirement Solutions offers up important steps to ‘refit’ your 401(k)-plan practice.
401(k) The Close
ERISA experts Sherrie Boutwell and Douglas Van Galder tell us to relax; while 401(k) elective deferral failures are frightening, they can be fixed. They show us how.
