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.
Packaged 401(k) Products Beat Their Advisor-Driven Counterparts
Ouch. What about those “Two-Plan Tonys” that sell a packaged 401(k) plan and are never heard from again? They’re…
Why 401(k) Target Date Funds Continue to Dominate
The big news in 2013 was that it was the first year more assets came out of 401(k)s…
The latest State to Adopt a Government-Run 401(k)
Lt. Gov. Nancy Wyman broke an 18-18 tie in the Connecticut Senate on Saturday, as Constitution State lawmakers…
401(k) Rollovers: Still a $12 Trillion Deal?
Talk of a 401(k) rollover storm, tsunami, surge (whatever the metaphor) hits fever pitch and the federal government’s…
Goofball Gronk’s Smart NFL Retirement Saving Decisions
It may be offseason, but last weekend’s draft festivities highlighted the excitement (and anxiety) surrounding newly minted NFL…
Who Do 401(k) Participants Look to for Financial Education? (Hint: Not Who You’d Think)
Important tip; don’t listen to drunk Uncle Joe when deciding on your (or your client’s) financial future. The…
Replace Target-Date Funds as 401(k) QDIA? Not So Fast
“Co-exist” is the bumper sticker research message from Cerulli Associates. The Boston-based global analytics firm suggests that managed…
401(k) Fiduciary Expert Jason Roberts on DOL Rule Danger
Here is a summary of the video featuring Jason Roberts – For more details, you can watch the…
Why 401(k) Provider Aspire is Feeling So Calm
A better mousetrap, outside the box, win-win; if the latest term to enter the business lexicon catches on…
2016 401(k) Summit Recap: Who Won the Leadership Award?
At the 2016 401(k) Summit, confusion over the DOL’s final fiduciary rule means 401(k) advisors, sponsors and participants…