Browsing Tag
401(k) Sales Strategies
45 posts
MassMutual Expands 401(k) Market Presence with Metlife Advisor Purchase
The industry awoke to hangovers, spent fireworks and MassMutual’s acquisition of MetLife’s U.S. retail advisor force—the MetLife Premier Client…
M&A Alert! Guardian Sells 401(k) Business to Ameritas
Guardian gets out (of the 401k business—that is). Lincoln, Nebraska-based Ameritas Life Insurance announced Thursday that it has signed…
Fun, 401(k)s Mix Well at TD Ameritrade LINC 2016
In a bit of inventiveness on the part of show organizers to do something (anything) to snap the…
Are Shoes the Secret to 401(k) Success?
Something to remember in your next education and enrollment meeting. Is there such thing as projecting too much success? Absolutely,…
401(k) Advice: Why Now Might Be the Best Time to Offer It
It might be the best time to consider offering 401(k)s as a competitive differentiator. The latest research from…
How Do 401(k) Advisors Cost-Effectively Serve the Small-Plan Market?
Small-plan 401(k) participants are too often ignored, and Stadion Money Management wants it to stop. Tim McCabe, senior…
Fidelity 401(k) Sales Hit $35 billion for 2015; Continues World Domination
Fidelity Investments, the Boston-based investment behemoth bent on world domination, announced last week that new defined contribution retirement…
Eventide: An SRI Fund for Faith-based 401(k)s
“Eventide Funds is a socially-responsible investing fund that looks for companies that are creating value in the world.”…
401(k)s As a Sleep Aid? Retirement Savings Keeping Clients Up at Night
A new survey finds that 62% of Americans are losing sleep over at least one financial problem, and…
‘You Earn How Much?’ Study Uncovers Disconnects on Earnings, Retirement Expectations
How accurately can you guess your partner’s income? According to Fidelity Investments’ 2015 Couples Retirement Study, while 72…