Features
401(K) CLIENT ACQUISITION: An RFP With Attitude: Reach the Next Level in the Proposal Process
We all want bigger and better with the 401(k) plans on which we advise, but how does it happen? How do 401(k) advisors attract the attention of larger sponsors, and receive the all-important RFP? It involves research, luck and a bunch of other stuff.
401(K) SPECIAL EVENT: Paris, Plans and Plenty of 401(k) Fun
Feeling left out at industry events? You’re not alone. Luckily, a major meeting specifically for 401(k) advisors rapidly approaches, complete with top industry experts and a magical sounding ‘Beer Park.’
401(K) TOP ADVISORS BY PATICIPANT OUTCOMES: Well-Deserved Recognition
Introducing the latest profiles for our ‘Top Advisor by Participant Outcomes.’ Each month, we feature advisors that go above and beyond in their creativity and effectiveness in ensuring successful outcomes for the sponsors and participants with whom they work.
401(K) PRACTICE: Here’s How to Measure Financial Wellness Success
CFOs and human resources heads frequently wonder how instituting a financial wellness program will impact the bottom line. Better question—what will happen if they don’t.
401(K) HEALTH SAVINGS ACCOUNTS: The Real Cost of HSA Investment Fees
Morningstar’s inaugural assessment of the largest health savings account providers upset a few folks, but were they wrong?
Columns
401(k) Client Connection
More than a decade ago, a client asked Vanguard (seriously) to help improve its defined contribution retirement plan. Outgoing CEO Bill McNabb reveals how it was done.
401(k) Advisor Voice
Top advisor Ashley Micciche with Stifel, Nicolaus, & Company, gives us five great tips for better 401(k) employee education meetings.
401(k) Investment Insight
This issue is all about the “fives.” Matt Clarkin, president of Access Point HSA, offers up five burning (burning!) HSA questions for employers and advisors to consider.
401(k) Close
Investment Company Institute’s Sarah Holden reminds us of why Americans trust in their 401(k)s. With all that’s happening on the political and legislative front, it’s especially relevant.
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.