Features
401(k) FINANCIAL WELLNESS: ‘Mass Personalization’ of Financial Wellness is Here
Financial Finesse founder Liz Davidson introduces us to “AIMEE,” which she calls “a major turning point in the capabilities and delivery of financial wellness.”
401(k) PRODUCTS: The Rising Tide of the Roth 401(k)
Some high-profile supporters share reasons why they advocate for this increasingly popular alternative to traditional 401(k) plans.
401(k) TOP ADVISORS BY PARTICIPANT OUTCOMES: 2020’s Third Set of Honorees
Our third group of monthly TAPO designees for 2020 continue to demonstrate creativity, enthusiasm and genuine concern for the financial futures of the plan sponsors and participants whom they serve. We’re honored to feature profiles of Douglas Parker with New York-based Sage Rutty and Company, Inc.; Jania Stout of Hightower Fiduciary Plan Advisors in Owings Mills, Md.; Jake Rushton of Utah-based TrueNorth Wealth; and Eduardo Gimenez with Rockville, Md.-based Raffa Retirement Services.
401(k) PRACTICE MANAGEMENT: Serving 401(k) Clients
Sheri Fitts uses lessons learned from the 2010 Chilean mine collapse to illustrate a business innovation guide for plan advisors as they seek out the road ahead in an uncertain COVID-19 world.
401(k) INVESTMENTS: Target Date Fund Balancing Act
Investors in balanced portfolios, especially TDFs, avoided much of the market pain wrought by COVID-19, experts say.
Columns
401(k) Provider Perspective: Pandemic Provides Opportunity to Rebalance 401(k) Client Communication
Help your clients temper moments of anxiety with some fun and a healthy dose of child-like curiosity about new possibilities, says Jackson National Life’s Ashley Feltner.
401(k) Client Connection: Buttoning Up in a Digital 401(k) World
While work-from-home has led to decidedly less-formal work attire, Rebecca Hourihan shows how the more professional you look online, the easier it is to retain and earn more retirement plan clients.
401(k) Street Smarts: The Psychology of the 401(k) Close
Steve Savant show how concept selling is the bridge from a prospect’s imagination to the decision-making process, but warns that the conversation better cover all the details needed to put your prospects at ease and keep you out of trouble.