This Guy’s Coming for Your 401(k) Business… and he really doesn’t like brokers (or 401(k)-advisor ‘wannabees’). Defending yourself from disruptive competitors like Tom Zgainer and America’s Best 401k isn’t easy, and involves a hard look at long-held industry practices and processes. Read more in this issue of 401(k) Specialist Magazine and how to fend him off.
Features
401(K) FIDUCIARY: This Guy’s Coming for Your 401(k) Business
And he really doesn’t like brokers (or 401(k)-advisor ‘wannabees’). Defending yourself from disruptive competitors like Tom Zgainer and America’s Best 401k isn’t easy, and involves a hard look at long-held industry practices and processes. Here’s how to fend him off.
401(K) INVESTMENTS: Are Target Date Funds Missing the Mark?
Sequence-of-return risk and the use of proprietary funds in underlying glide path offerings are two areas of attack for target date critics. How is the industry responding (if at all)?
401(K) TOP ADVISORS BY PARTICIPANT OUTCOMES: And the 2017 TAPO is…
Las Vegas and Excel 401(k): The Advisors’ Conference combined education and excitement in the run-up to the big announcement.
401(K) PRACTICE: A Whole Bunch of Reasons to Use More 401(k) FinTech
Technology’s cool and compelling, yet far too many advisors rely on innovation of old. They’re not helping their participants, or themselves, by doing so. What’s to be done?
401(K) CLIENT ACQUISITION: Why Small Business 401(k)s Matter Now
This underserved market has a whole lot to offer advisors who do it right (the key being
‘do it right’).
401(k) HEALTH SAVINGS ACCOUNT: A Critical HSA Liability (And Opportunity)
The funds in which health savings accounts invest have very different liabilities than 401(k)s. Simply replacing one with the other just won’t do.
Columns
401(k) Client Connection
So, you’re thinking about writing a blog article–great! You absolutely should. 401(k) Marketing’s Rebecca Hourihan shows us how in order to get the maximum response for your time and effort.
401(k) Advisor Voice
Have you ever thought about the single biggest obstacle to the success of plan participants in meeting their financial and retirement goals? Todd Timmerman certainly has, and clues us in.
401(k) Investment Insight
Boring, old collective investment trusts are suddenly hot. GRPAA’s Christopher Giles tells us why it’s such a big deal, and gets some help from LL Cool J in doing so.
401(k) Provider Perspective
One word best describes health savings accounts? Matt Clarkin, president of Access Point HSA, explains what it is.
401(k) Close
What should be done about ‘missing’ 401k participants? It’s a problem, and one that’s increasing in importance. Thomas Hawkins, vice president of sales and marketing with Retirement Clearinghouse, has a solution.