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.
When Risk Tolerance and the ‘Right’ 401(k) Allocations Collide
The argument has long been made that longer lifespans (and therefore retirements) require longer investments in equities in…
A Great Niche for 401(k) Plan Advisors
Health care institution retirement plans survey shows shift from 403(b) to 401(k) and highlights strategies to boost employee savings.
How Young Retirement Advisors Are Doing It Right
Must they be so right at everything? New data from global research and consulting firm Cerulli Associates finds…
What’s Happening With 401(k) Advisor Technology?
Learn about the latest technology available to 401(k) advisors. Discover how Vestwell is modernizing the 401(k) experience for both advisors.
The Critical Difference Between Advisor Value and Value Proposition
Insights from Craig Rosenthal on 401(k) advisor value propositions and fee reasonableness at the Excel 401(k) conference.
The Opportunity, and Peril, in Retirement Asset Consolidation
How do you ensure you’re the one? It’s hardly news to know retirees like to simplify once they…
Top 10 Best Towns in Which to Retire
Will it be snow and cold or sun and surf? Arts and entertainment or peace and quiet? The…
Why Financial Wellness is Everywhere at the Moment: 2017 Excel 401k
The topic of financial wellness is everywhere, and Excel 401(K): The Advisors’ Conference in Las Vegas was no…
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…