Browsing Tag
401(k) Advisors
324 posts
Advisors Must Up Their Game in New Fiduciary Rule Era
Todd Timmerman didn’t mince words in Monday’s presentation at Excel 401k: The Advisors’ Conference about how advisors can…
401(k) Advisors Get Boost With Compliant Texting Capabilities
More than 80 percent of Americans text regularly, making it the fastest and easiest way to communicate, according to Pew…
Broker-Dealers Under Fire from Variety of Sources
We all know it, Cerulli solidifies it. The latest report from the Boston-based research and consulting firm names…
10 Key Features of A ‘Retirement-Ready’ 401(k)
Retirement readiness is all the rage, and defined as financially prepared employees that can retire without lowering their…
September 2017 Top Advisor By Participant Outcomes (TAPO)
A 6-Step Process to Hitting the Retirement Bullseye What could be more important than helping people have the…
How to Reach the Next Level in the 401k RFP Process
[Cover story: Issue 3, 2017] It’s all about the upgrade—house, phone, and sometimes sadly (or not) spouse. It’s…
401k Participants Want Fiduciary Advisors, But …
Fiduciary rule fanfare is getting through to the masses, spurring conversations among consumers about what really constitutes credible…
How to Survive a DOL Audit
Many businesses put a lot of time and effort into initially setting up company retirement plans. Unfortunately, and…
You’re Fired! 401(k) Plan Sponsor Satisfaction with Advisors
Almost a third of 401k plan sponsors are unhappy with their advisors and ripe for the picking, and…
Paris, Plans and Plenty of 401(k) Fun
401k advisors need a conference to call their own. Sure, there’s the NAPA 401k Summit, and we can throw Fi360…