Features
401(k) BEST PRACTICES: Fred Knows Fiduciary—Famed ERISA Expert Fred Reish on What the Latest SEC and DOL Rumblings Mean for Advisors
Show of hands—does any advisor feel they have a good grasp of what’s happening on the fiduciary front? Fred Reish is about as close as anyone can get to someone “in the know.” Here’s what he has to say about the latest developments.
401(k) INVESTMENTS: The NeverEnding Story—Reg BI and the Latest Fiduciary Folly
In a companion piece to the Reish cover story, we note the DOL’s fiduciary rule died on the vine, giving way to the SEC’s Reg BI. We examine how we got here, what’s proposed and how it all affects 401(k) advisors.
401(k) TOP ADVISORS BY PARTICIPANT OUTCOMES: More (Really!) Great Stories
Our profiles and nominees for our ‘2019 Top Advisor by Participant Outcomes’ recognition program are making an impact on the clients and communities (and retirement) with whom they work. Here’s how.
401(k) AND HSA: How 401(k) Advisors Step Up Their HSA Game
While everyone waits to see if Congress will boost contribution limits, 401(k) advisors still have an opportunity to educate plan sponsors and participants about the retirement savings potential of these triple-tax-advantaged gems.
Columns
401(k) Advisor Voice
Three leadership qualities are essential for 401(k) advisor success, something elite advisor Jeff Cullen of Strategic Retirement Partners details with the help of Rekon Intelligence’s Ross Marino.
401(k) Investment Insight
Everyone hates “leakage.” The term itself has no known positive connotations, and if you are experiencing it, you always want to stop it—be it from a water pipe, a diaper or a 401(k) plan. How does auto-portability help? Managing Editor Brian Anderson clues us in.
401(k) Client Connection
Questions, questions, questions—when should you insource, partner or delegate your 401(k)-marketing effort? 401(k) Marketing CMO Rebecca Hourihan explains.
401(k) Provider Prospective
Concerns are rising over a lack of 401(k) cybersecurity (gee, ya think?). One of the most remarkable findings of Callan’s 2019
Defined Contribution Trends report is that cybersecurity is not a top priority for many plan sponsors. Millennium Trust’s Terry Dunne weighs in.
401(k) Target Date Techniques
What will the next level (evolution, step) in the target date space look like? Northern Trust Asset Management’s Michael Hunstad shares a few ‘factors.’
401(k) Street Smarts
Syndicated financial columnist, talk show host and popular platform speaker Steve Savant has some strong words about retirement inequality. You’ll like what he has to say.
