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.
Are 401(k) 3(38) Services Worth the Price?
When analyzing different investment options, many 401(k) plan sponsors question if it makes sense to pay more for…
Morningstar to Launch Broker-Dealer Focused 401(k)
“Offering a retirement plan has never been easier.” It raises the question—for whom? Morningstar said it will launch…
GRP Advisor Alliance Teams With Alliance Benefit Group
The alliances are forming an alliance. On Wednesday, high-profile 401(k) industry network GRP Advisor Alliance announced it has…
What Will the Future 401(k) Industry Bring?
Coming changes in the retirement industry represent a seismic shift decades in the making. Simply put, a comfortable…
Don’t Let ‘Breaking News’ Break Your 401(k) Strategy
After the Brexit vote, I heard a number of financial “experts” on television warn 401(k) plan participants to…
Why Have a 401(k) Plan Investment Policy Statement?
Investment policy statement helps plan sponsors avoid mistakes, support fiduciary duties, and justify key investment decisions.
401(k) Fiduciary: Look Who’s Getting Sued Now
We’re pretty sure the Vatican is next on his list. In somewhat of a shift in strategy, or rather…
Clinton vs. Trump: Who’s Trusted More With 401k Retirement Security?
In a time of crisis America looks for leadership and finds …Hillary Clinton and Donald Trump. Schwab Retirement…
401(k) Employee Participation: Get ‘Em While They’re Young
Young people won’t listen to much, but they will listen to plan sponsors about the importance of 401(k)…
How Do 401(k) Plan Sponsors Feel About Their Advisors?
Don’t break your arm patting yourself on the back, but plan sponsors really like you. A new study…