Browsing Category
Events
251 posts
What’s Next for 401(k) 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…
9 Advisor Challenges That Make the Case for Consolidation: GRPAA Conference
Consolidation in the 401k space has people asking questions. Do advisors step aside for the next generation? If…
Tech Trends for 401k Advisors: GRPAA Finnovation Conference
A Friday morning panel discussion on fintech in the 401k advisor space at the GRPAA Finnovation Conference in…
Technology Changing the Way People Age: GRPAA Finnovation Conference
“The future ain’t what it used to be.” That Yogi Berra quote summarized a presentation on Friday morning…
FinTech Focus of GRPAA ‘Finnovation’ Conference
Bill Chetney kicked off GRP Advisor Alliance annual summit at San Diego’s historic Hotel Del Coronado Friday morning…
Revolutionizing the 401(k) Participant Relationship: Corby Dall at Outcomes 2019 Conference
Technology and scale, coupled with auto innovation, is revolutionizing the 401(k) advisor’s business and the manner in which…
MEPs on the March—DOL Announces 401k Rule: Outcomes 2019 Conference
On Monday, the U.S. Department of Labor announced a new rule that will make it easier for small…
Solve the Pressing Problems Before Retirement Planning: Outcomes 2019 Conference
Sometimes retirement planning doesn’t—and shouldn’t—come first for employees. This is a reality Alex Assaley of AFS 401(k) Retirement…