Browsing Tag
401(k)
3590 posts
A 401(k) is an employer-sponsored retirement savings plan that allows employees to contribute a portion of their pre-tax or after-tax income towards retirement. These contributions are then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
How to Successfully (and Profitably) Service Small 401ks—2018 Excel 401(k): The Advisors’ Conference
Many 401k advisors steer clear of the small plan space, meaning those with under $10 million in assets.…
How to Use Behavioral Economics to Boost Successful 401k Sales—Excel 401(k): The Advisors’ Conference
How do you use behavioral finance concepts to give you an edge when competing for new clients or retaining…
2018 Excel 401(k): The Advisors’ Conference—Your Reputation Depends on This…
401(k) Expert strategies help advisors gain recognition, prove value, and stand out through content marketing and strong branding.
‘Top Advisor By Participant Outcomes’ Revealed! 2018 Excel 401(k): The Advisors’ Conference
The kickoff festivities at the morning session of the annual Excel 401(k): The Advisors’ Conference at Caesars Palace in Las…
Why Every Advisor Should Consider CITs for Their DC Plan Clients
From an advisor perspective, there are obvious advantages to focusing your practice on working with Defined Contribution (DC)…
75 Million Americans Say Their Finances Are a ‘Horror Show’
Trick or treat? It’s that time of year again, and not just in the candy-and-costumes sense. We’re entering…
Bad News (Really Bad) About 401(k) and Retirement Savings
Cue the sad trombone—Americans are far off in retirement savings and it’s only getting worse. “The vast majority…
How Gender Factors into Finances (from Day One)
Young women finance habits show strong budgeting skills but lag behind men in savings and investing—education can close the gap.
What to do About 401(k) Fee Compression
Brad Arends, chief executive officer of intellicents clues us in on how his firm is dealing with this evergreen and…
Creative 401k Marketing Ideas: Benefits and Baristas
Jim Marshall with Spectrum Investment Advisors has a few unique ideas. In this short interview conducted at the…