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.
Retireholi(k)s Canceled, Carlson Goes Corporate
Shock waves were sent through the snarky alcoholic sector of the deranged DC space Tuesday with the announcement…
How Advisors Perceive the 401(k) Market, Sponsors and More
Retirement Trends Report reveals advisor and sponsor insights on priorities, challenges, and key goals shaping the retirement industry.
2018 TAPO Judge: Major 401(k)Motivation from MKay
We now know why Mary Kay Leydon is such a great sales coach and trainer; she sold us…
Why 401(k) Marketing Should Never Sleep
Wouldn’t it be nice to know that day or night, rain or shine, your brand is consistently in…
401(k) Advisors Who Ignore Financial Wellness Risk Losing Business
Shout out to advisors for their listening skills—although it would’ve been hard for them to ignore pleas from…
Top Plan Sponsor Concern Shifts from Reducing Costs to …
Employers are more worried about whether their retirement plan is effectively preparing employees for retirement. It’s a distinct…
401k Advisors Wrongly Gauge Clients’ Confidence About Health Care Costs
The rising cost of health care is top of mind for many Americans today. In fact, studies have…
Why 401(k) Advisors Should Say Hi to HENRY
They might not have it now but soon will, and 401k providers (and advisors) should therefore tune in.…
How Damaging is Financial Overconfidence to Older 401k Savers?
There’s a fine line between confidence and overconfidence, and when it comes to financial matters, crossing into the…
5 Traits of Highly Successful Advisors
How do top performers build and run their practice to create greater value for their clients and their…