Browsing Tag
401(k) Client Acquisition
217 posts
SDBAs Among 2021 Benefits Trends: Fidelity
More than 20% of workplace savings plans offer an SDBA along with their other benefits, according to Fidelity…
Done Deal: Empower Closes Acquisition of MassMutual Retirement Plan Business
Empower Retirement has officially acquired MassMutual’s retirement business. The Denver-based retirement giant today announced the completion of the…
Investors in the Retirement Savings Drivers’ Seat
Investors are hungry for control in these uncertain times, according to a poll by Wells Fargo, and the…
Top 401(k) Client Acquisition Story of 2020: Best/Worst States to Retire
Blacktower Financial Management Group released an interesting report all the way back in June (which feels like a…
Top Tips and Techniques for Superior 401(k) Advisor Videos
Laura Garfield, Co-Founder of Idea Decanter, joined Ross Marino’s OUTCOMES Podcast this week to discuss tips and techniques…
Half of Investors Report Pandemic Pinch on Retirement Prospects
Over half of Americans (53%) say COVID-19 is negatively impacting their retirement plans, according to a survey released…
5 Major Trends Seen Among Independent Workers
There are 38.2 million independent workers, nearly a quarter of the total U.S. workforce, and they generated $1.21…
7 Great Cities for Retirees
Another day, another “best cities to retire” ranking. Money published in November its determination of the best places…
A 401k Plan as a Holiday Bonus?
A Seattle-based provider of low-cost retirement plans for small- to mid-size businesses is promoting the idea of companies…
Episode 14—SRP’s Jeanne Fisher on ‘Mega, Mega Bucks’ for Tax-Free Growth With Roth 401k Planning Strategies
Top advisor and social media personality Jeanne Fisher, managing director with Strategic Retirement Partners in Nashville, joins us…