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.
5 Tips For Providing 401(k) Plan Sponsors With Added Value
401(k) Advisors can stand out by offering fee transparency, plan metrics, education, and compliance expertise to plan sponsors.
A Successful Strategy for 401k Plan ‘Roll-Ins’
As 2016 draws to a close, most observers will reflect upon the events that have dominated retirement industry…
How to Get ‘Sniper Like’ Attention from 401(k) Prospects
Ted Speaker and 401(k) digital marketing expert Jeremiah Desmarias takes us through the effective techniques to increase 401(k)…
3 Steps to Greater 401(k) Savings Rates for Women
Unsurprising, but still upsetting. While women and men are participating in 401(k) plans at the same rate (79…
401(k) Participants: Loyal or Lazy?
We all know about the problem of “orphaned” 401(k) accounts. Is it a symptom of something bigger? A new…
Didn’t Get the 401(k) Business? Time to Find Out Why
Too many advisors fail to follow-up after missing out on a piece of 401(k) plan business. Those that…
401(k) Advisors Fail at Financial Education
“The employer will match 50 percent of employee 401(k) contributions for the first 6 percent that an employee…
RIA Fail? Wirehouses, Banks Control Three-Quarters of All High-Net-Worth Assets
The word on the benefits of the independent RIA channel is having trouble getting out, as wirehouses and banks control…
The Top 401(k) Specialist Under 40: Alex Assaley’s Keys to Success
Top 401(k) Specialist Advisor Under 40, Alex Assaley discusses the following at the 2018 Excel 401(k) Conference: For…
Why 401(k) Plan Reviews Miss the Mark
Many financial advisors neglect to review the effectiveness of retirement plans with plan sponsors as often as many…