Features
401(k) PRACTICE MANAGEMENT: One Heck of a Participant Outcome Story
Innovative thinking and a shedding of biases led two friends to team up for the benefit of a mutual client—saving lives and a truckload of money in the process. We detail what happened.
401(k) INVESTMENTS: Why Target Date Funds Keep Looking Better
The popularity of target date funds continues to grow. What’s new? How are TDFs being refined, tweaked and updated to outperform? We run through the smart new products.
401(k) ROLLOVERS: 401(k) Rollovers: Hot or Not?
First the rollover wave was a Tsunami, then a trickle, then unaffected by the fiduciary rule, and then shut down because of the fiduciary rule. We stop the madness.
401(k) SUCCESSION PLANNING: How to Make 401(k) Succession Planning a Success
An industry dedicated to diligent planning for others fails to do so for itself. How does it work in the 401(k) space? These business partners with close familial ties shed light.
Columns
401(k) Provider Perspective
We’ve got one major solution to reduce 401(k) litigation risk. Might you be interested? Terry Dunne, a managing director the leads Millennium Trust’s Retirement Services, clues us in.
401(k) Advisor Voice
Who better to point out to us old people the embarrassing problem of 401(k) leakage than young-gun, top advisor Ashley Micciche with Stifel, Nicolaus, & Company. It depends…
401(k) Investment Insight
Millennials — we love ‘em, they annoy us, we don’t understand them but we want their money. So how do we boost millennial 401(k) participation rates? We asked one, Arina Abbott with Green Alpha Advisors.
401(k) Innovation and Ideas
Yes, it’s cliché, but communication is key, especially the words and titles used in 401(k) planning. MRP heavyweight Chad Larsen tells us why, and offer a simple idea with a smart payoff.
401(k) Client Connection
It’s Rebecca Hourihan, ladies and gentlemen, who gives us four steps to building a superior brand. Need we say more?
401(k) Close
Tax reform, regulatory change, litigation nightmares, client complaints, increasing competition — nevertheless, says ERISA expert Ary Rosenbaum, the retirement plan industry persisted.
See Also:
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
