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Time to Look Beyond Financial Wellness: Excel 401(k) Conference
It’s time to think beyond “financial wellness,” says Jania Stout of Fiduciary Plan Advisors. During her breakout session…
How to Accelerate 401k Firm Growth: Excel 401(k) Conference
Bob Scherzer is new to the 401k advisor business—sort of. The managing director for the New York metro…
How Quickly is Advisor Consolidation Coming? Excel 401(k) Conference
Where were we 10 years ago when compared with today, and what are the implications for the next…
Hourihan Challenges Excel 401(k) Crowd to Modernize Their Marketing
Attendees at Rebecca Hourihan’s Monday morning breakout session at Excel 401(k) Conference in Dallas were challenged to take…
Ringmaster Ross Marino on the Keys to a GREAT Conference
It’s easy to see Ross Marino loves conferences. It’s why he’s made it a part of his life’s…
‘Idea. Decision. Action!’ EXCEL 401(k) to Kick Off in Dallas
It’s cliché to say everything’s bigger in Texas, but it makes sense when it’s your biggest conference yet.…
Tips for Running a Profitable, Efficient Business: GRPAA Conference
What advisors are doing to run a profitable and efficient business? A trio of advisors provided a variety…
What’s Next for 401k MEPs? GRPAA Conference
The Department of Labor’s MEP rule—which makes it easier for small businesses to offer DC plans to their…
Is the ‘Clock Ticking’ on 401k Firm Consolidation? GRPAA Conference
The frenzy of recent 401k firm acquisitions was a hot topic at GRPAA’s Finnovation Conference in San Diego…
‘Trump Impeachment Trial by Late Winter, Early Spring:’ GRPAA Conference
“I’m either middle of the road or a shameless opportunist,” Greg Valliere said to laughter when noting his…