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1083 posts
What Baseball Legend Dave Winfield Says About 401k Marketing: 2016 Virtual Advisor Summit
Despite election angst and excitement, an innovative online advisor conference made headlines this week for the 401k marketing…
November 9, 2016
Decision Announced in NAFA’s 401(k) Fiduciary Court Challenge
“The Court will deny NAFA’s motions for a preliminary injunction and summary judgment.” With that, U.S. District Judge…
November 5, 2016
Does a Simple 401k Portfolio Mean a Better 401k Portfolio?
As 401(k) advisors know (hopefully), the market for financial advice is undergoing a dramatic change due to factors…
November 2, 2016
ETFs Continue their Climb, But When Will they Hit 401ks?
While more than two-thirds of advisors expect to increase their use of exchange traded funds (ETF) in the…
October 28, 2016
New 401(k) Target Date Tool to Calm Fiduciary Concerns
Target Date Fund comparison made easy with John Hancock’s PathFinder tool to help advisors analyze 401(k) investment options.
October 26, 2016
Is Adoption of 401k Auto-Enrollment Decreasing?
When it comes 401(k) auto enrollment, most industry observers seem to agree that it’s a good thing. Unfortunately, recent…
October 25, 2016
Bank Giant Enters 401k 3(38), 3(21) Fiduciary Fray
Get used to hearing about three numbers—3(38), 3(21) and 3(16)—and the need to outsource 401(k) fiduciary responsibility. Investment giant PNC…
October 25, 2016
Yet Another Reason Why 401(k)s Are So Important
Low inflation means the cost-of-living adjustment for Social Security payments will once again be disappointingly small, rising just…
October 23, 2016
Troubling Trends for Hispanic 401(k) Savers
A closer analysis of 401(k) participants by race and/or ethnicity finds troubling low rates of coverage among the…
October 16, 2016
401(k) Fiduciary Rule: Product Winners and Losers
We have to wonder about the other 45 percent. New research finds just over half of 401(k) advisors…
October 10, 2016