Browsing Tag
401(k) Plan Sponsors
137 posts
5 Fiduciary Questions 401(k) Advisors Need To Answer
With high-profile 401(k) litigation making headlines, many plan sponsors, if they haven’t already, will likely turn up the…
How 401(k) Sponsors Hurt Plan Performance
How quickly we forget. Almost 60 percent of 401(k) plan sponsors surveyed say they consider a track record…
Top Techniques for Making a 401(k) Prospect Your Client
Ever wondered what the best techniques are to convert a 401(k) prospect to a client? Many 401(k) sponsors…
401(k) Advisors: 7 Steps to Not Get Sued
Attorney Jerry Schlichter is on a roll. The managing partner with St. Louis-based Schlichter, Bogard & Denton filed…
How Often Should 401(k) Advisors Meet With Plan Sponsors?
How often should 401(k) advisors meet with plan sponsors, and what should they include in the quarterly monitoring…
401(k) Plan Advisors: 4 Secrets of Success
What’s the biggest 401(k) surprise to come from this year’s “Plan Sponsor Attitudes” survey from investment-overlord Fidelity? “Plan…
401(k)s to Include Social Security-Like Income Predictions: Legislation
401(k) plan sponsors could soon be required to inform participating workers of the projected monthly income they could…