Browsing Tag
401(k) Marketing
314 posts
401(k) Marketing refers to the marketing strategies and activities specifically designed to promote 401(k) retirement plans to both employers and employees. It encompasses a range of tactics aimed at increasing awareness, generating leads, and ultimately driving the adoption and participation in 401(k) plans.
The Right Way to Identify 401(k) Niche Markets
Experts point to niche markets and their importance in creating referrals and loyalty. How can 401(k) advisors best target their resources and expertise to capitalize on a particular segment?
How to Multiply Your 401(k) Connections Using ‘Weak Links’
I’d asked a 401k advisor about his marketing efforts and the reply was an enormous Rolodex that landed on the desk. It was impressive.
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
An increasing number of Americans are 'moving on up' financially, according to a new market sizing report by Hearts & Wallets. There are now over two million fewer American households with $50,000 or less of investable assets than four years ago.
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
Considering retiring abroad? Explore the best destinations for American retirees to maximize their income and enjoy stunning scenery.
5 Retirement Income Issues Plaguing Baby Boomers
Retirement Income challenges worry Baby Boomers. Discover how guaranteed income products can help secure lasting financial stability.
A Retirement Plan Silver Lining in Patriots’ Loss?
The “Super Bowl Indicator” suggests that stocks rise for a full year when an NFC team wins and…
America’s Retirement Readiness ‘Score’ Improves, But …
American savers have steadily improved their retirement preparedness, with America’s retirement score at an all-time high of 80.