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When Your Client Says ‘Fees,’ You Say ‘Value’: 2019 NAPA 401(k) Summit
Train your clients to think about value before fees, and they’ll learn to appreciate what you bring to…
Graff Warns of ‘Wall Street Tax Act’: 2019 NAPA 401(k) Summit
National Association of Plan Advisors’ Executive Director Brian Graff took the stage at the advocacy organization’s 401(k) Summit…
DOL’s Rutledge on Regulation, Fiduciary, MEPs and More
The issue of missing retirement plan participants was raised, with Rutledge making an appeal for education and information.
Sun, Fun and 401k Saving: NAPA Summit Kicks Off in Las Vegas
The 2019 NAPA 401(k) Summit is set to kick off on Sunday at Caesars Palace, Las Vegas with…
3 Challenges to High Employee Retention: 2019 Fi360 Annual Conference
Commoditization hampers. Wagner urges advisors to be partners, not just vendors. Key: strategic retention plans and diverse incentives.
Show Up and Enhance the Participant Experience: 2019 Fi360 Conference
Woody Allen once said that 80% of success in life is just showing up. Thom Shumosic says adopting…
Overcome 5 Hurdles of 401k Firm Succession Planning: 2019 Fi360 Conference
“You might be the point person in the relationship, but the client should feel like they’re taking care…
What Are Series I Bonds and Why Should You Care? 2019 Fi360 Conference
Imagine this scene. Zvi Bodie describes a debate between him and Jeremy Siegel moderated by Paul Samuelson about…
Do 401ks Right and Americans will Save More: 2019 Fi360 Conference
It’s on the 401k industry to get it right for American savers. That was the core message from…
Hillbilly to Harvard, Ignorance to Inspiration: 2019 Fi360 Conference
Author and historian Tara Westover delivered a subdued, yet powerful, presentation to attendees of Fi360’s annual conference in…