Browsing Tag
401(k) Technology
295 posts
How to Address (Never-Ending) Millennial 401k Demands
It’s isn’t easy, but well-worth it for 401(k) advisors who figure it out. Riskalyze product manager Dane Kurtz clues us…
Is Adoption of 401k Auto-Enrollment Decreasing?
When it comes 401(k) auto enrollment, most industry observers seem to agree that it’s a good thing. Unfortunately, recent…
How to Get ‘Sniper Like’ Attention from 401(k) Prospects
Ted Speaker and 401(k) digital marketing expert Jeremiah Desmarias takes us through the effective techniques to get 401(k)…
David Reich on LPL’s Response to 401k Fiduciary Rule
How should financial wellness be defined, where are we headed in 401(k) tech, and why aren’t we sick…
4.9 Million Reasons for Advisors to Use Social Media
Maybe Sheri Fitts is wrong. The popular social media marketing (social selling) expert in the 401(k) space routinely…
401k Technology Freak-Out: What’s Next For Advisors?
Are 401(k) participant websites obsolete? As preposterous as it sounds, there’s precedent for asking. Moore’s Law marches on,…
New 401k Content for Advisors on the Go
If you have time to kill and are sick of seeing the Kardashians, the Plan Sponsor Council of America…
Relax, 401k Participants Are (Allegedly) Doing Great
We’ll either wear burlap sacks with dirt on our faces, or light cigars with $100 bills. Views of…
4 Really Bad Findings from New 401(k) Study
Employees have no idea what they’re doing, and do not feel good about it. Robo disruptor Betterment for…
What Do Baby Boomers Think of 401k Retirement Tech?
Score one for robo advisors. Millennials and baby boomers place an equal value on the importance of apps…