Browsing Tag
Profiles in Participant Outcomes
137 posts
November Top Advisor by Participant Outcomes (TAPO)—David Griffin
How Demographics Drive Design WE’RE AFRAID DAVID GRIFFIN will ask us to hold hands and sing “Kum ba…
401(k) Specialist Reveals 2019 ‘Top Advisor by Participant Outcomes’ Finalists
DENVER, Colo., October 18, 2019—401(k) Specialist, the only website, magazine and e-newsletters dedicated exclusively to helping financial advisors…
Why Advisors Need to Be Proactive: Excel 401(k) Conference
What do plan sponsors really think of the advisor community? Meghan Jacobson, CFA, Head of J.P. Morgan U.S.…
How to (Carefully) Implement ESG in 401k Plan Lineups: Excel 401(k) Conference
If you’re confused about adding ESG-oriented investments to a 401k menu—is it allowed, should it be allowed, does…
Time to Look Beyond Financial Wellness: Excel 401(k) Conference
It’s time to think beyond “financial wellness,” says Jania Stout of Fiduciary Plan Advisors. During her breakout session…
How to Accelerate 401k Firm Growth: Excel 401(k) Conference
Bob Scherzer is new to the 401k advisor business—sort of. The managing director for the New York metro…
How Quickly is Advisor Consolidation Coming? Excel 401(k) Conference
Where were we 10 years ago when compared with today, and what are the implications for the next…
Hourihan Challenges Excel 401(k) Crowd to Modernize Their Marketing
Attendees at Rebecca Hourihan’s Monday morning breakout session at Excel 401(k) Conference in Dallas were challenged to take…
Ringmaster Ross Marino on the Keys to a GREAT Conference
It’s easy to see Ross Marino loves conferences. It’s why he’s made it a part of his life’s…
‘Idea. Decision. Action!’ EXCEL 401(k) to Kick Off in Dallas
It’s cliché to say everything’s bigger in Texas, but it makes sense when it’s your biggest conference yet.…