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.
Women Still Miss Out on Major Investment Returns
More than a third (35 percent) of women report they have $50,000 or more sitting in savings, according…
Despite Strong Economy, Financial Confidence Falls
Retirement Confidence Survey shows most Americans worry about retiring on time and saving enough despite a strong economy.
How to Be The Worst 401(k) Advisor Ever
Is there anything worse than being awarded the “Worst Company in America” by Consumerist.com (which is owned by…
Are Small Business 401(k) Barriers (Finally) Breaking Down?
Only 14 percent of small businesses in the United States offer a retirement plan, according to the GAO.…
Referrals are Critical to 401(k) Business, But Where Do You Find Them?
It’s an evergreen issue, but one critical to 401(k) advisors looking to grow their businesses. Referrals are often…
Rethinking Your Small 401(k) Plan Profitability
I sat on a panel at a recent industry event to discuss the small plan 401(k) market. We…
‘Super Savers’ Laugh All the Way to Retirement Security
Super Savers show how Gen X & Y maximize 401(k) savings, prioritizing retirement goals, financial independence, and smart money habits.
Americans Are Saving More for Retirement, But …
Retirement savings trends show more Americans saving despite stagnant incomes and rising costs, Bankrate survey reveals.
Do Millennials Burn Money or Save It?
Millennials are a bunch of carefree, entitled scamps with the highest standard of living (by far) of any…
Reason No. 3,048 for a 401(k)
Prudential Pension Transfer removes $923M in obligations from Raytheon, securing retirement benefits for 13,000 U.S. retirees.