Features
401(K) FIDUCIARY: Is There Really a ‘Retirement Crisis?’
Andrew Biggs isn’t buying it and carefully and methodically debunks the more outrageous claims. The outspoken former principal deputy commissioner of the Social Security Administration, policy wonk and Forbes columnist praises the 401(k) for its simplicity and effectiveness while taking the media to task for pushing retirement saving ‘fake news.’
401(K) TECHNOLOGY: Data and Dollars—Securing Retirement Plans in the Online Age
Hackers aren’t just after investors’ hard-earned money. The data that 401(k) advisors have access to represents a huge opportunity to people who want to use or sell it for their own gain. How can advisors protect plan sponsors and participants from this ever-growing threat?
401(K) TOP ADVISORS BY PARTICIPANT OUTCOMES: 2020’s Second Set of Honorees
The caring, creativity, passion and enthusiasm the monthly TAPOs display truly serve the best interest of their clients, while raising the bar for the industry as a whole. We’re honored to feature the second group of monthly honorees for 2020: Larry Deatherage of Retirement Benefits Group; Austin Gwilliam of GRP Financial; and Jane Hagen of Tri-Star Trust.
401(K) REGULATION: Final Countdown to Reg BI
RIA and broker-dealer firms are busy putting finishing touches on compliance programs in advance of the June 30 effective date for the SEC’s Regulation Best Interest.
401(K) PRACTICE MANAGEMENT: 5 Keys to Growing A Superior Retirement Plan Practice
Todd Timmerman built a top 401(k) firm with an incredible amount of assets in an incredibly short amount of time. Here’s how he did it.
Columns
401(k) Advisor Voice
FinFit’s David Kilby shares how advisors can build a case to convince employees of the importance of contributing immediately, as well as ramping up contributions as their careers progress.
401(k) Investment Insight
Tom Hawkins of Retirement Clearinghouse says there are now clear indications that true portability is almost here, and its arrival will streamline DC plans and dramatically improve participants’ retirement security.
401(k) Client Connection
Panels are an excellent way for talented professionals to share deep insights, and 401(k) Marketing CMO Rebecca Hourihan
shares nine tips to help advisors host or
participate on an exceptional panel.
401(k) Provider Perspective
Recently retired Terry Dunne, formerly of Millennium Trust, shares a few key ideas about what he has learned over the years about successful financial service organizations.
401(k) Street Smarts
Syndicated financial columnist, talk show host and popular platform speaker Steve Savant says advisors need to offer choices of guaranteed solutions that pay the corresponding guaranteed bills in retirement.
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.
