How to Harvest ‘Higher’ 401k Returns
[From Issue 1, 2019] Non-traditional asset classes can be the shiny new toys on the shelf. As a…
Offbeat and Completely Original 401k Enrollment Strategies
Taco trucks. Hammocks. Keg-o-rators. Not exactly the words you associate with increasing 401k participation, but advisor Jason Chepenik…
The Right Way to Identify 401k Niche Markets
As an advisor, it’s easy to watch the drumbeat of growth in 401k assets and plans without worrying…
Why Small Business 401(k)s Matter NOW
This underserved market has a whole lot to offer advisors who do it right… Article Sponsored By: T.…
How to Market Yourself as a Retirement Readiness Expert: 2017 Excel 401k
Rebecca Hourihan brought her marketing expertise to Excel 401(k): The Advisors’ Conference on Tuesday to teach advisors how they…
Advisors Must Up Their Game in New Fiduciary Rule Era
Todd Timmerman didn’t mince words in Monday’s presentation at Excel 401k: The Advisors’ Conference about how advisors can…
‘It’s not Rocket Science,’ There’s Opportunity in Retirement Plans: 2017 Excel 401k
If you know where to look, there’s plenty of opportunity in the retirement plan space. So, said TD…
How Fees, Fiduciary, Technology Will Impact 401ks: 2017 Excel 401k
The Excel 401k Conference in Las Vegas kicked off on Monday morning with an opening session that contained…
Why Financial Wellness is Not a Waste of Time: 2017 Excel 401k
Financial wellness is one of the hottest of hot topics and Mark Singer, CFP was sure to raise…
How to Measure 401k Financial Wellness Success
[From Issue 3, 2017] It’s a feel-good. It’s the rage. It’s a movement, and for good reason—it’s desperately…