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.
3 Realities of 401(k) Financial Wellness Programs
Learn how to implement effective financial education programs for employees, addressing financial illiteracy and poor spending habits.
Why Treat 401(k) Participants Like Large Endowments?
When it comes to investing, large endowments have the secret sauce. According to the latest annual NACUBO-Commonfund report,…
2 Ways to Reach (Really Reach) 21st Century 401(k) Participants
Due to the constant evolution of technology, many in the 401(k) industry are slow to adapt and are…
Target Date Funds in 401ks Total How Much?
Is it important to offer more than one target-date product to meet the needs of 401(k) plan sponsors…
Sharp Rise in Companies Offering Roth 401(k)s
Looking deeper into the Society for Human Resource Management’s (SHRM’s) recently released report found—little surprise—a traditional 401(k) or…
Millennials Should Really Listen to Older 401k Participants
The good news is that Americans realize the must save longer for retirement. The bad news is that…
The Latest Company to Lower 401(k) Target-Date Fund Fees
Following recent reductions by Fidelity and Vanguard, John Hancock Investments announced its own expense reductions aimed at providing…
How Quickly Are 401(k) Plan Participation Rates Rising?
A recent report form Wells Fargo found that 401(k) participation has increased by 19 percent during the last…
Social Security Chief Says America in ‘Retirement Crisis’
Looming retirement crisis? It’s already here, at least according to Carolyn Colvin, the Acting Commissioner of Social Security.…
Today’s Best Tools for 401(k) Prospecting—Part 2
401(k) prospecting blends sales and marketing into a dynamic duo, each complementing the other like yin and yang…