Retireholiks – 401k Specialist Issue 3, 2021

Features

401(k) PRACTICE MANAGEMENT: The Retireholi(k)s Wrecking Crew
Industry personality J.D. Carlson and his band of merry misfits bring much needed fun-and informative discussion-to the 401(k) space.


401(k) PRODUCTS: Can Anything Stop ESG
How Environmental, Social and Governance investing became the new “it” focus on Wall Street and how it’s making its way to a retirement plan portfolio near you.


401(k) TOP ADVISORS BY PARTICIPANT OUTCOMES: 2021’s Third Set of Honorees
Our next batch of top advisors are making a positive impact on participants and employers with “best Practices” ways to improve participation and deferral rates.


401(k) REGULATION: SECURE 2.0: Enough Momentum to Clear Capitol Hill?
Yes, the next major retirement reform effort has strong bipartisan support like its 2019 predecessor, but congressional gridlock could still prevent it from becoming law by the end of the yea


Columns

401(k) Koaches Korner: When a Plan Sonsor is Perfectly Happy, But Wants More
Randy Fuss why it makes sense to review the business needs of each of the (typically) three key plan sponsor decision-makers separately.


401(k) Investment Insight: Dare to Be Differentiated: The Role of Data in the Retirement Plan Space
Joshua Forstater says that thanks to aggregated data, providers and advisors are increasingly guiding participants in how to invest their next dollar of savings.


401(k) Provider Perspective: New Data Proves Effectiveness of 401(k) Auto-Portability
Thomas Hawkins explains three key take-aways from compelling new data that illustrates the effectiveness and appeal of seamless portability.

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