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Under-the-Radar 401(k) Performance Metric Takes Center Stage: Excel 401(k) 2020 Digital Series
While participation and deferral rates typically garner the lion’s share of attention when talking about key 401(k) plan…
Scaramucci Speaks, Stout Named 2020 TAPO Honoree: Excel 401(k) 2020 Digital Series
It was Friday-Funday for the Excel 401(k) 2020 Digital Series, with Jania Stout being named 2020’s Top Advisor…
Convincing Plan Sponsors of the Value of Financial Wellness: EXCEL 401(k)
Many employers may not realize it or think about it, but when you get right down to it,…
How to ‘Excel’ at Digital Client Meetings: Excel 401(k) 2020 Digital Series
How have top 401k advisors adapted to the COVID environment of digital client meetings in place of in-person,…
Reaching Small Biz Market Still Big Challenge for 401k Advisors
While the coronavirus pandemic has forced workers to rapidly adapt to a digital world, it is not the…
How SECURE Act Could Stoke Your Startup Business
Small-business owners and startup business owners have a lot on their minds these days, so perhaps they can…
Good Advice—Top Tips from Past TAPOs: EXCEL 401(k) 2020 Digital Series
Our monthly Top Advisor by Participant Outcomes (TAPO) honorees are a great source of best-practices information for 401(k)…
Graff, Rutledge Talk Politics and Policy to Kick Off NAPA 401(k) Cyber Summit
Politics and policy took center stage in the opening keynote session of the NAPA 401(k) Cyber Summit on…
Excel 401(k) Digital Series Kicks Off Sept. 14
No mask. No middle seat. No social distancing. That’s the tagline for the Excel 401(k) 2020 Digital Series,…
Anthony Scaramucci to Talk Trump, TAPOs at EXCEL 401(k) Digital Series
He’s got something to say. Never shy for words, financer, author, speaker, and Trump foil Anthony Scaramucci will…