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.
Women in Pensions Network (WiPN) Rebrands to Reflect Evolving Industry
WiPN is now WIPN after rebranding itself from Women in Pensions Network to WE Inspire. Promote. Network. Founded…
Advisors Still Stressed, But Most Grew Business in 2020 (and Like Their Jobs)
A new report finds financial advisors remained highly resilient during the pandemic and that the majority were able…
Key Findings from Schwab’s Latest RIA Compensation Report
Compensation costs make up nearly three-quarters (74%) of the typical RIA firm’s expenses, and median cash compensation at…
2021 NAPA 401(k) Summit Moves to Las Vegas Next September
The NAPA 401(k) Summit will move its time and place in 2021, banking that a bit more time…
Say What? Only 23% of Advisors Have a Defined Marketing Strategy
A new survey found that that 77% of advisors have no defined marketing strategy and that only 49%…
Bloomberg’s Brainless Attack on 401(k) ‘Middlemen’
401(k) fees are once again in the spotlight, with Bloomberg Opinion publishing a piece that critiques their impact…
Why Dashboard Technology is Critical to Diversifying Employee Benefits
Commoditization, roll-ups, earnouts—all (metaphorical) death for “traditional advisors” in the 401(k) space who are not scaling their practices,…
Do 401(k) Advisors Add Value?
Smaller 401(k) plans benefit most from advisor assistance and input, while the resources that larger plans can afford…
Retirement Readiness at Risk for People of Color
Retirement Readiness POC faces risks as many feel prepared but lack investments and progress, highlighting the need for better planning.
Department of Labor Proposes ‘New’ Fiduciary Rule
The Department of Labor said Monday that it will propose a new fiduciary standard based on a temporary…