Browsing Tag
401(k) Client Retention
51 posts
Plan Participants Rank Top 401(k) Providers
Charles Schwab, Bank of America and Fidelity Investments topped the respective large-, medium- and small-sized 401k plan participant…
New Deal Brings Chatbots to 401k Plan Participants
We’re still in the early stages of using AI/chatbots to help 401k plan participants with basic questions about…
3 Challenges to High Employee Retention: 2019 Fi360 Annual Conference
Commoditization kills. “We have to get out of the mindset that because we have a hammer, every problem…
Why Did 1 in 4 Consumers STOP Doing Business with Certain Financial Firms?
Something for 401k advisors to think about as you craft your next message to a client: Personalization in…
Do Millennial Employees (Really) Love Your 401k Plan?
Dear Business Owner, It’s Valentine’s Day, and retirement plan advisors and plan sponsors can play Cupid with millennial…
Top 5 Most Trusted Financial Firms
Increasing customer loyalty is the surest road to bigger profits for financial services brands, according to the latest…
401ks Show Net Outflows, Signaling Slowdown
401k outflows are eclipsing inflows. Global research and consulting firm Cerulli Associates finds that from 2012 through 2017,…
Really? Study Finds Millennials Face (Not-So) Unique Retirement, Financial Issues
There’s no shortage of studies detailing the attitudes different generations have about money, saving and everything else. But…
How to Be The Worst 401k Advisor Ever
Is there anything worse than being awarded the “Worst Company in America” by Consumerist.com (which is owned by…
401k Advisors Largely Shun Digital Communication—But Shouldn’t
Advisors would love to conduct business in the “traditional manner,” and meet in person with clients as opposed…