Browsing Tag
401(k) Marketing
308 posts
Which Financial Firms Shine (and Shrink) in Customer Satisfaction?
Overall, Americans’ dissatisfaction with most financial services has halted
‘Just-In-Time’ 401k Communication More Effective: Report
Targeted 401k communication beats traditional communication, according to a new report. The 401(k) Listening Post, which bills itself…
Episode 27: Specific 401k Practice Growth Strategies With Digital Marketing Expert Samantha Russell
Samantha Russell is Chief Evangelist with Twenty Over Ten, a 401(k) digital marketing platform for financial professionals. Russell’s…
How to Market on Any Budget: Broadridge Fi360 Conference
A highly interactive and extremely detailed session from 401(k) Marketing’s Rebecca Hourihan titled “Marketing on Any Budget” kept…
Fiduciary Benchmarks Rebrands, Realigns to Expand Offerings
Fiduciary Benchmarks (FBi) announced that it is rebranding itself as Fiduciary Decisions (FDI) in recognition of the expansion and broadening of its mission and service offering.
5 Best and Worst States For Retirement Saving
Is there an actual retirement “number,” and if so, what is it? The frustrating answer is it depends.…
Here’s How People ‘Say’ They Will Spend Their Stimulus Checks
There’s typically quite a difference between what people say and what they subsequently do, but a recent Empower…
Full Economic Recovery Will Take 6 Years for Women of Color
We know that the COVID-19 pandemic has negatively impacted women’s personal finances, but just how bad was the…
‘Saver Personas’ Created to Help Participants Identify with Retirement Challenges
From the retirement planning skeptic to the high salaried saver, PAi’s new “Retirement Planning People” provide potential savings scenarios…
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…