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.
Retirement Plan Participants Embrace Virtual Education
Transamerica study finds that flexibility, convenience and increased participation are results of virtual interaction between advisors and participants
How Technology is Transforming the Retirement Industry
Vestwell’s new study identifies key trends in digital solutions that can help advisors up their game
How to Absolutely Nail the Client Experience: LNRS 2021
Even when everything is (seemingly) done right, it’s wrong
Junk the Jargon: 8 Common (and Confusing) 401k Terms
Understanding and dropping industry jargon in enrollment and education meetings might make advisors feel smart, but it also…
‘Just-In-Time’ 401(k) Communication More Effective: Report
Targeted 401(k) communication beats traditional communication, according to a new report. The 401(k) Listening Post, which bills itself…
SHRM Launches ‘401(k) Marketplace’ for Small Employers
More help is on the way to make it easier for small businesses to offer a 401(k) plan…
American Trust Acquires Another 401(k) Recordkeeper
LT Trust acquisition boosts American Trust’s retirement solutions, expanding operations nationwide with advanced tech and institutional expertise.
Episode 27: Specific 401k Practice Growth Strategies With Digital Marketing Expert Samantha Russell
Samantha Russell is Chief Evangelist with Twenty Over Ten, a 401(k) digital marketing platform for financial professionals. Russell’s…
How to Market on Any Budget: Broadridge Fi360 Conference
A highly interactive and extremely detailed session from 401(k) Marketing’s Rebecca Hourihan titled “Marketing on Any Budget” kept…
Deal Expands American Trust Retirement’s Mid-Sized Plan Presence
American Trust Retirement has expanded its presence in the mid-sized plan market with today’s announcement that it has…