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.
Principal, Wells Fargo IRT Integration Progressing Despite COVID Challenges
Principal Financial Group today announced marked progress in the integration of the Wells Fargo Institutional Retirement & Trust…
New Savings Data Suggests ‘Positive Signs’ of Recovery
Ascensus is out with hard data about three specific areas at the beginning and (now) recovery of the…
Generational Saving Surveys Are Divisive Bunk, Empower Says
Millennials are a bunch of whiners, but we agree with Empower Retirement’s larger point. Whether this generation or…
COVID-19 Expected to Have Short-Term Impact on DC Plan Sales
A new report says Defined Contribution plan sales are predicted to be considerably lower in the second and…
Pandemic Provides Opportunity to Rebalance Client Communication
Most of us are creatures of habit. We thrive on routines and like to feel in control. But…
Women’s Wage Gap Woes Worsen in Retirement
The wage gap has implications for women that expand well beyond their time on the job. While men…
Startup 401k Provider Growing in Spite of COVID-19 Pandemic
In response to “strong customer demand” in spite of the COVID-19 crisis, Human Interest, a startup 401k provider…
Advisor Contingency Plans in Vogue Because of COVID-19
A global pandemic is not a good time for an advisor to be without a contingency plan for…
Wait and See, Say CFPs
More than a third of certified financial planners are telling their clients to hold off on making any…
How to Provide Retirement Plan Assurance in a Time of Pandemic
Sandy McCarthy showcases how retirement plan providers are addressing 401k stakeholders' concerns during the pandemic.