Browsing Tag
401(k) Client Acquisition
215 posts
401(k) Client Acquisition refers to the process of identifying, attracting, and converting new clients—typically employers or plan sponsors—into adopting or switching to a particular 401(k) retirement plan provider or advisor. It combines elements of sales, marketing, and relationship-building, but with strategies tailored to the retirement plan industry’s unique regulatory, fiduciary, and trust-based nature.
Best Place in the World to Retire (Supposedly)
This might be it. International Living might have found the best place in the world to retire—at least…
A ‘Serious Shift’ in Mindset for the 401(k) Industry
What does the most “optimistic optimist” say about 2020, and what one question does every advisor need to…
How to Prospect, and Drive, 401k Business in a Virtual Setting
A timely topic was tackled recently at the EXCEL 401(K) Digital Series featuring an all-star panel of top…
Schwab Finalizes $22 Billion TD Ameritrade Acquisition
Charles Schwab today announced that it has completed its acquisition of TD Ameritrade, in an all-stock deal valued at $22 billion.
Fidelity Adds $148 Billion to Workplace Benefits Platform in 2020
Fidelity Investments reported Oct. 2 that it has added more than $148 billion in assets from new workplace…
Why Creativity is the 401(K) Advisor’s Job
Chepenik Financial Services is nearing its 50th anniversary, and one reason—indeed, a MAJOR reason—for its success is due…
Why The Right 401(k) Plan and Process Matter So Much
A new book uses a collaborative interview strategy that includes subject matter experts in a number of areas…
As Election Heats Up, Americans Calm(er) About Markets
Election season is thankfully headed for its final stretch, and calmer markets are giving Americans a chance to…
Empower Acquiring MassMutual’s Retirement Plan Business
Recordkeeper Empower Retirement is back in expansion mode after announcing today it will acquire MassMutual’s retirement plan business.
Top 5 401(k) Firms For Participant Communication During COVID
In understandably anxious times for 401(k) participants, which companies are consistently communicating in a quality manner about COVID’s…