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.
March Top Advisor by Participant Outcomes (TAPO)—Chris Roper
A Soul Search for Successful Outcomes FOR WELL OVER A DECADE, Chris Roper has helped people from all…
January TAPO Will Hackler on Being ‘The Best They’ve Ever Seen’
Will Hackler is a big personality with a big book of 401k business, and he’s also our Top…
6 Important Takeaways from the First Year of Retirement
'People falsely imagine they'll spend less in retirement. I have never seen that to be consistently true'
Top 5 Retirement Plan Pod(k)asts of 2021
Look for more great conversations in 2022
HUB RPW Buys Retirement Plan Advisory Firm GRP Financial California
2020 and the first half of 2021 were the busiest periods in the history of retirement plan advisory M&A overall
Black Women Report Trouble Finding a Financial Advisor to Trust
It’s especially concerning given that Black women play a prominent earning and financial role in Black households
Misbehavin’ in Retirement Plans: Retire That Thinking!
Tuesday keynote at Wealth@Wor(k) Jonathan Young tells advisors they have to do better to minimize bad behaviors and improve participant outcomes
Climate Change: Why Red-Hot 401(k) M&A is About to Get Hotter
It’s hardly news to note the red-hot M&A market in the 401(k)-advisory space, but Dick Darian tells us…
Episode 34: Retireholi(k)s’ Resident Nerd Chad Johansen on the Biggest Challenges for TPAs and 401(k)s Advisors
Chad Johansen is a Partner and Director of Consulting with California-based Plan Design Consultants, and he’s also its…
Episode 31: What Do Advisors Absolutely Need to Know About ERISA-Related Issues? Marcia Wagner Explains
Few, if any, know ERISA better than Marcia Wagner. The high-profile attorney is the go-to person to explain…