$3 billion in 3 years? An incredibly impressive asset figure and one that—yes—other 401(k) advisors can replicate. Here’s how perseverance, a positive attitude and a bunch of other stuff has Jania Stout and her team at the top. Read more about Jania Stout and her team in this issue of 401(k) Specialist Magazine.
Features
401(K) CLIENT ACQUISITION: $3 Billion in 3 Years (and Counting)
An incredibly impressive asset figure and one that—yes—other 401(k) advisors can replicate. Here’s how perseverance, a positive attitude and a bunch of other stuff has Jania Stout and her team at the top.
401(K) INVESTMENTS: Rosy Returns—The Case for ESG Factors in Target Date Funds
Why aren’t more target-date providers incorporating environmental, social and governance (ESG) options in their offerings? The reasons are what you would (and would not) expect.
401(K) TOP ADVISORS BY PARTICIPANT OUTCOMES: A Hallmark of This Year’s Recipients
We are extremely impressed with the lengths they’ll go to solve the most pressing education, enrollment and (yes) outcome issues for the sponsors with whom they work.
401(K) PRACTICE MANAGEMENT: Offbeat and Completely Original Enrollment Strategies
401(k) advisors are increasingly creative with incentives to boost retirement plan participation rates. If you’re looking for some unconventional ideas, these guys got ‘em.
401(K) TECHNOLOGY: What Advisors Want and Need from 401(k) Fintech
401(k) financial professionals are venting their frustration over certain industry technology “holes.” Fintech firms are responding with new releases to better suit granular, day-to-day requirements. Here’s some of what’s available.
401(K) FIDUCIARY: Are Great 401(k) Advisors Born or Made?
Don Trone and 3ethos get intense (wait, what?) about how advancements in science accelerate the development of an “exemplary fiduciary.” Extremely relevant in the current environment.
Columns
401(k) Advisor Voice
Gotta be honest. We really love the new elite advisor pieces from Rekon Intelligence’s Ross Marino. The latest focuses on the habits that got 401(k) advisor Andrew DeGroat to the top. Hard charger doesn’t begin to describe him.
401(k) Client Connection
How long does it take for 401(k) marketing to bear fruit? 401(k) Marketing’s Rebecca Hourihan explains what it takes to really see it through.
401(k) Investment Insight
Are you all-in for a 401(k) roll-in? Tom Hawkins, vice president of sales and marketing with Retirement Clearinghouse, clues us in.
401(k) The Close
Kurt Rossi, CEO of Independent Wealth Management, (wisely) notes that it’s a good idea to disrupt your 401(k), or someone else will. If you’re comfortable, you’re in trouble.
See Also: