Browsing Tag
401(k) Client Retention
51 posts
401(k) client retention in the financial world refers to a firm’s ability to keep employers and plan participants engaged with and continuing to use its 401(k) retirement plan services. It involves maintaining strong relationships, delivering consistent value, offering competitive plan features, ensuring regulatory compliance, and providing clear communication and education. High client retention indicates trust, satisfaction, and long-term stability.
7 Great Cities for Retirees
Another day, another “best cities to retire” ranking. Money published in November its determination of the best places…
401(k) Advisors Working Overtime to Guide Existing Clients Through Pandemic
Sometimes it’s hard to think about generating new business when you’re focused on servicing existing clients. As new…
Top 5 401(k) Firms For Participant Communication During COVID
In understandably anxious times for 401(k) participants, which companies are consistently communicating in a quality manner about COVID’s…
Most Large 401k Consultants Say Add Retirement Tier to Plans
Two-thirds of large 401k plan consultants say they support the adoption of a retirement tier in DC plans,…
Advisor Contingency Plans in Vogue Because of COVID-19
A global pandemic is not a good time for an advisor to be without a contingency plan for…
How to Provide Retirement Plan Assurance in a Time of Pandemic
Sandy McCarthy showcases how retirement plan providers are addressing 401k stakeholders' concerns during the pandemic.
Business Owners Need Help in Communicating 401(k) Advantages
Nationwide reveals business owners value 401(k)s but struggle to boost employee participation despite available resources.
‘Climate Apocalypse’ Reason to Discontinue 401(k) Plans
The Earth is in the midst of its sixth mass extinction, so forget about saving in a 401(k).…
4 Worker Personality Types (and What They Mean)
Any executive, manager, and owner knows how difficult it is to get disparate worker personalities, who usually have…
4 Advisor Areas of ‘Exceptional Client Experience’
Thank you, Millennials, for this one—it’s all about the “experience,” and that includes how your clients interact with…