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.
How Have 401(k) RFPs Changed?
How have RFPs changed over the past five years? National Association of Plan Advisors (NAPA) surveyed members last…
How Much have 401(k) Fees declined?
They’re headed in the right direction, so any reduction, however small, will do. The latest edition of the…
How the 401(k) Fiduciary Rule Will Spur Innovation
Here’s another item for “pro” column. The upcoming (and unavoidable) proposed 401(k) fiduciary rule from the Department of…
Riskalyze Adds Annuity Risk-Assessment Capabilities for 401(k) Advisors
If anything demands a risk evaluation, annuities are it (at least the variable type). Sub-account options, the percent currently…
6 Fiduciary Steps for 401(k) Advisors
Like the Kardashians, there’s simply no escaping it. After a constant stream of speculation in recent years over what…
How Stable is Stable Value for 401(k)s?
Without a doubt, stable value funds are experiencing a resurgence of sorts in the wake of money market…
5 Fiduciary Questions 401(k) Advisors Need To Answer
With high-profile 401(k) litigation making headlines, many plan sponsors, if they haven’t already, will likely turn up the…
401(k) Sentiment Overwhelmingly Positive
Whom to believe? Despite recent headlines to the contrary, the majority of non-retired investors who have a 401(k)—91…
401(k) Advisors Do Well By Doing Good
We don’t normally cover regional events, but this one was too good to pass up. For years Jason Chepenik,…
How to Ensure Your 401(k) Business Doesn’t Flat Line
If you were ill a century ago, you went to the town doctor. The physician would see patients…