Browsing Tag
401(k) Advisors
333 posts
A 401(k) advisor is a financial professional specializing in employer-sponsored retirement plans, specifically 401(k)s. They guide plan sponsors (employers) in various aspects, including plan design, investment selection, employee education, and ensuring compliance with regulations like ERISA. They also help plan sponsors fulfill their fiduciary responsibilities.
401(k) Advisors Largely Shun Annuities—But Should They?
International insurance industry think tank The Geneva Association is the latest financial industry group to pitch annuities as…
3 Investment Frictions Clients Face
As a financial advisor, you’ve likely had endless discussions with your clients about how your investing approach can…
Remarkable Resilience—How One Elite Advisor Maintains His Motivation
The news of General Electric’s Dow demise is a lesson for 401(k) advisors—change is inevitable; how one reacts…
How Do 401(k) Advisors Tie Benefits Together?
Personalized employee benefits help attract, retain, and reward a diverse workforce through tailored, strategic benefit solutions.
Why We’re Back to ‘Square One’ With 401(k) Fiduciary
Fiduciary responsibilities in financial services, with insights from Dick Friedman on risks, roles, and retirement plan management.
What Are the Keys to 401(k) Advisor Success?
401(k) Advisor Success tips from Todd Kading on fiduciary duty, client strategies, and innovation for better retirement outcomes
3 Leadership Qualities Essential for 401(k) Advisor Success
Gotta love Jeff Cullen’s proverbial kick in the pants, something 401(k) advisors all too often forget. “Quit ‘getting…
How Writing and Thought-Leadership Can Improve a 401k Advisory Practice: Fi360 Annual Conference
401k advisors who have caught the writing bug can use it to their advantage in myriad ways, and…
Pershing Launches 401(k) Plan Oversight Tool
On Monday, BNY Mellon’s Pershing today announced the launch of a new solution to help firms and plan…
One Thing Advisors Wish 401(k) Savers Knew About Retirement
Retirement planning is often misunderstood. Advisors stress the need for early strategies, risk awareness, and professional guidance.