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.
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
PAi's new Retirement Planning People are varied animated saver personas that help plan participants envision their future in retirement.
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…
Top Tips and Techniques for Superior 401(k) Advisor Videos
Laura Garfield, Co-Founder of Idea Decanter, joined Ross Marino’s OUTCOMES Podcast this week to discuss tips and techniques…
5 Major Trends Seen Among Independent Workers
There are 38.2 million independent workers, nearly a quarter of the total U.S. workforce, and they generated $1.21…
A 401(k) Plan as a Holiday Bonus?
Holiday 401k Bonus: ShareBuilder 401k waives setup fees through Dec 22, helping small businesses give employees lasting benefits.
Episode 14—SRP’s Jeanne Fisher on ‘Mega, Mega Bucks’ for Tax-Free Growth With Roth 401(k) Planning Strategies
Top advisor and social media personality Jeanne Fisher, managing director with Strategic Retirement Partners in Nashville, joins us…
Say What? Only 23% of Advisors Have a Defined Marketing Strategy
A new survey found that that 77% of advisors have no defined marketing strategy and that only 49%…
How 401(k) Advisors Use Financial Wellness for Content Marketing
Content marketing began in the late nineteenth century when John Deere began writing The Furrow magazine, which advertised…