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.
Triumph Over Tragedy—An Elite Advisor’s Perspective on (All-Important) Perseverance
“Our industry is at an inflection point,” Brett Shofner matter-of-factly states. “Advisors need to start owning the success…
Disrupt Your 401(k) Business Before Someone Else Does
Beat 401(k) advisor complacency by proactively improving fee structures and service models, protecting your clients from disruption.
On the March: What Truly Excites BridgePoint’s Innovative CEO About Retirement Saving
Those that myopically obsess about any one 401k and retirement savings issue do so at their own peril.…
Bringing Balance Back to Business—One 401k Advisor’s Time Management Tightrope
A guy named Tony Powers has gotta be an elite advisor—his name just screams success, like Richie Rich…
Envestnet, Advisor Group Team for Major 401k Practice Management Play
Broker-dealer behemoth Advisor Group announced Tuesday it’s launched of Retirement Plan Central, a “comprehensive practice management platform for…
Constant Connection—The Importance of ‘Presence’ in Achieving Elite Advisor Status
Confident yet humble, they exude a distinctive presence, disciplined in who they are and how they run their business.
Sink or Swim—How One Elite 401(k) Advisor Finds (and Sustains) Success
Color us impressed. Andrew DeGroat just finished a swim from Alcatraz to the mainland. Leave it to the…
Empower Retirement Releases Real-Time Plan Design Platform
Empower Retirement has released its PlanVisualizer technology offering, a Monte Carlo-based simulator that allows 401k advisors to modify key…
How to Adopt the Habits of Top Performing 401(k) Advisors
Individuals and teams at the top of any profession share certain characteristics. Yes, they work hard and might…
More Calls For MEPs to Cover Gig Economy Workers
Gig economy retirement savings need solutions. Open MEPs could help workers secure their future with simple, flexible retirement plans.