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) Fee Fighter Jerry Schlichter Settles Another Case
Notch another win for star attorney Jerry Schlichter. The nemesis of Boeing, Lockheed Martin, Edison International and the…
Equity Loses, Fixed Income Gains on Brexit Possibility
Fears across the pond have fixed income funds flying high. Research behemoth Morningstar reported U.S. mutual fund and exchange-traded fund (ETF) asset…
Nine Out of 10 Workers Save When Offered a 401(k) Plan
Hey, this 401(k) thing might actually work! A new report from Transamerica Center for Retirement Studies finds that the…
Why 401(k) Advisors Should Have a ‘Connected Financial Network’
How does rising healthcare costs affect retirement savings? Can technology help? Advisors should consider the components of a…
Why Emphasize 401(k) Financial Wellness?
Financial wellness programs ease stress and help employees better manage money, leading to smarter 401(k) plan participation.
How 401(k) Advisors Can Effectively Offer 3(16) Services
Imagine you are fortunate enough to receive a referral for an employer who is struggling with 401(k) administrative…
401(k) Flaws Nothing to Laugh At: John Oliver
A million bucks over 30 years; that’s what Comedian John Oliver claims it will cost 401(k) participants in…
What’s Elizabeth Warren Up to Now?
Politics makes strange bedfellows. Two senators on opposite sides of the political and ideological spectrum have teamed up to back…
401(k) Providers Struggle with Retirement Income Products
Retirement income products within 401(k) plans just aren’t up to snuff, according to new research from Cerulli Associates.…
401(k) Advisors, Check Your Anti-Annuity Bias
Too many 401(k) advisors, and financial advisors in general, treat annuities as a four-letter word, but they might…