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.
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 401(k) Plan as a Holiday Bonus?
Holiday 401k Bonus: ShareBuilder 401k waives setup fees through Dec 22, helping small businesses give employees lasting benefits.
Episode 14—SRP’s Jeanne Fisher on ‘Mega, Mega Bucks’ for Tax-Free Growth With Roth 401(k) Planning Strategies
Top advisor and social media personality Jeanne Fisher, managing director with Strategic Retirement Partners in Nashville, joins us…
Say What? Only 23% of Advisors Have a Defined Marketing Strategy
A new survey found that that 77% of advisors have no defined marketing strategy and that only 49%…