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.
4 Worker Personality Types (and What They Mean)
Any executive, manager, and owner knows how difficult it is to get disparate worker personalities, who usually have…
QUIZ: 10 Questions to Self-Evaluate Your 401(k) Marketing
How well do you do? Are your efforts paying off? Take this 10-question quiz to reveal your retirement plan marketing score:
3 Easy 401(k) Marketing Strategies Too Often Overlooked
Modern-day work schedules are hectic. Between emails, calendar coordination and marketing campaigns, it can be challenging to stay…
How a Silicon Valley Startup Aims to Disrupt the 401(k) Provider Market
A Silicon Valley tech startup is preparing to take aim at traditional 401(k) plan providers after announcing the…
CFP Board to Create Task Force to ‘Strengthen and Modernize’ Enforcement
In the wake of a scathing July 29 Wall Street Journal article by Jason Zweig, the Board of Directors…
4 Advisor Areas of ‘Exceptional Client Experience’
Thank you, Millennials, for this one—it’s all about the “experience,” and that includes how your clients interact with…
Done Deal: Principal Closes $1.2B Wells Fargo Retirement Acquisition
In its most recent update on June 17, Principal Financial Group said it expected to close its acquisition…
CSR: Help Your Community AND Your Business
“Corporate Social Responsibility” is a popular business buzz phrase, even though it’s far from a new concept. It…
Principal-Wells Fargo Deal Moving Toward Early 3Q Close
Principal is bringing “top talent” from Wells Fargo Institutional Retirement & Trust as part of the retirement plan services acquisition deal.
Plan Participants Rank Top 401(k) Providers
Charles Schwab, Bank of America and Fidelity Investments topped the respective large-, medium- and small-sized 401k plan participant…