Browsing Tag
401(k) Marketing
306 posts
Benefits Dollar Amount Available for 401ks Just Shrunk
Pet insurance is passé. Offer financial planning as a voluntary benefit or employees might walk. It’s one of…
Ask Alexa: 401k Savers Access Info from Amazon’s Voice Assistant
“Alexa, am I saving enough for retirement?” Okay, Amazon’s digital voice assistant (DVA) might not be financially savvy…
401(k) Advisors Are Gaining Business Via Social Media
Social media gets a lot of flak—much of it arguably deserved. The incessant food pics and overabundance of…
The Right Way to Identify 401k Niche Markets
As an advisor, it’s easy to watch the drumbeat of growth in 401k assets and plans without worrying…
How to Multiply Your 401k Connections Using ‘Weak Links’
THE ANSWER WAS a loud thud. I’d asked an advisor about his marketing efforts and the reply was…
Millennials: Serious 401k Savers or Struggling Spendthrifts?
Conflicting information has us (and everyone) confused. Retirement and investing research pegs Millennials as either responsible savers far…
Report: U.S. Households Gaining in Investable Assets
Whether it’s still the Trump Bump, regulation rollback or increasing consumer sentiment overall, the good economic news keeps…
Is It Possible to Retire Overseas and Collect Social Security?
America is undeniably great, but far from cheap. Upon exiting the workforce, some retirees are realizing how far…
Top 5 (Luxurious) Retirement Communities in the U.S.
As 401(k) participants approach retirement age, concerns undoubtedly shift away from optimal asset allocation and appropriate contribution rates toward…
Top 6 Places For ‘Easy’ Retirement Overseas
Ever considered relocating internationally after retirement? You’re not alone. An increasing number of Americans are making the leap,…