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) Fiduciary Rule as a Growth Opportunity?
The election season and ascendancy of Donald Trump did little to slow registered investment advisors heading into 2017.…
5 Tips For Providing 401(k) Plan Sponsors With Added Value
401(k) Advisors can stand out by offering fee transparency, plan metrics, education, and compliance expertise to plan sponsors.
Harsh Comments About Proposed Form 5500 Revisions
ARA's letter addresses proposals to modernize and improve the 401k Form 5500. The advocacy organization isn’t happy with what it sees.
First Eagle Enters 401(k) Retirement Space
First Eagle Retirement Solutions expands 401(k) services, supporting advisors, consultants, and retirement savers with expert strategies.
Will Donald Trump Kill the 401(k) Fiduciary Rule?
401(k) advisors racing to understand and implement the DOL’s Conflict of Interest Rule (known colloquially as the 401(k)…
Digital Advice Cheaper, But Investors Still Value 401k Advisors
It goes to the heart of the fiduciary issue—is cheaper better? The question is now spilling over into…
Capital Preservation: 7 Important Features for 401k Advisors
401k advisors have varying opinions and approaches when it comes to fund selection for the capital preservation investment…
Top 5 Most Trusted Investment Managers in 401(k) Industry
Maybe it’s the name. American Funds takes the top spot as the most trusted investment manager among 401(k)…
It’s National 401(k) Day!
Where did the year go? It might not have the taste of National Hot Cross Bun Day or…
401(k) Advisors Should Vote for this Candidate
It’s not an endorsement, but if you’re a 401(k) advisor, you want Hillary Clinton to win, at least according to…