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.
Despite an Aging Population, Most Family Money Flows to the Young
Despite concerns about insufficient retirement savings, baby boomers often provide financial support to their families. “When family members…
The Negative Impact of ‘Sudden Retirement’
Our neighbors to the north are struggling as well. New research from Investors Group reveals that two-out-of-five pre-retirees…
Poor Communication: Americans Doubt Parents’ Ability to Talk Money
Father’s Day just passed, but according to the COUNTRY Financial Security Index, 82 percent of Americans feel parents…
Millennial 401(K) Savers Have Better Financial Habits than Baby Boomers: T. Rowe Price
A new survey finds those “tech-obsessed, entitled” millennials with 401(k)s are generally living within their means and more…
Shock Poll: Even the Affluent are Worried about Retirement
Sorry kids, but leaving a legacy for heirs doesn’t rank as high as it once did, even for…