Features
401(K) BEST PRACTICES: Nobel Know-How With Richard Thaler
You’d think a Nobel Prize win would temper Richard Thaler’s penchant for big ideas. You’d be wrong. His latest is a Social Security ‘buy-in’ using 401(k) savings. How would it affect advisors, sponsors and—most importantly—participants? Thaler explains.
401(K) FIDUCIARY: The Problem With Missing Participants
With the Department of Labor by all accounts stepping up a national audit campaign targeting 401(k) plans with missing participants, plan sponsors today need to be both proactive and creative in their attempts to locate missing or non-responsive participants or beneficiaries. Here’s how.
401(K) TOP ADVISORS BY PARTICIPANT OUTCOMES: Handle With Care
One thing about which we’re continually amazed (and inspired) is the care and creativity displayed by the nominees for our ‘2019 Top Advisor by Participant Outcomes’ recognition program. They are truly making an impact on the clients and communities with whom they work.
401(K) FINANCIAL WELLNESS: Credit Where Credit’s Due—Cashback Rewards in 401(k)s
What if participants’ (often poor) spending habits could be used to their retirement savings advantage? It’d be a financial wellness and behavioral finance bonanza. 401(k) fintech firm EvoShare claims to have figured it out. Advisors, sponsors and participants are benefitting— big time. Here’s how.
401(K) FINTECH: Murphy’s Law
Empower Retirement’s Ed Murphy sounds off on the legislative environment, strategic partnerships, economies of scale, and what it means to be the “best.”
401(K) INVESTMENTS: Eyes on the Price
TDF providers are turning to index funds and CITs to slake investors’ and plan sponsors’ thirst for low-cost target-date funds, but is that what’s best for investors?
Columns
401(k) Client Connection
401(k) Marketing CMO Rebecca Hourihan offers up 10 marketing strategies to win new clients. Some are (or should be) obvious; others, not so much. They’ll help you increase your local authority to build your business.
401(k) Plan Design
You have 401(k) plan design silver bullets that can change lives. Are you using them? Jerry Patterson, senior vice president of retirement and income solutions with Principal Financial Group, clues us in on why they’re critically important.
401(k) The Close
Is it time to retire retirement? Dr. Martha Brown Menard, senior researcher and self-proclaimed data diva at financial wellness tech provider Questis, presents some eyeopening stats.
