Browsing Tag
401(k)
3587 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then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.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 401(k) Advisors ‘Immediately’ Gain Credibility with Prospects, Clients
Authority marketing – it’s an entendre that works a number of ways. For the purposes of “The Authority…
How Small 401(k) Plans Equal Big Profit Margins
Discover how small plan retirement advisory can yield big margins with the right process, workflow, and client relationships.
4 Digital Marketing Steps 401(k) Advisors Should Take Now
Sheri Fitts doesn’t mince words. “401(k) advisors are 10 years behind where they need to be with their digital marketing,”…
401(k) Fiduciary Rule: ‘Everyone Shares the Blame’
What concrete actions should advisors be taking to prepare for the full implementation of the Department of Labor’s…
How to Address the 401(k) Industry’s Diversity Issue
You certainly can’t call Ross Marino a hands-off conference manager. The founder and CEO of Excel 401(k): The…
401k Fiduciary Rule ‘Hostile Takeover of Financial Industry by Lawyers’
Ask Charlie Epstein about the fiduciary rule, and expect an earful. Epstein, America’s self-proclaimed 401k Coach, estimates that…
3 Marketing Tips to Take 401(k) Advisors to the Next Level
Boost Your Advisor Business: Rebecca Hourihan's Top 3 Marketing Tips for 401(k) Advisors Aimed at Elevating Your Practice to New Heights.
A New Record for 401(k) Assets?
401(k) assets continue their climb. The Investment Company Institute put the latest tally at $4.9 trillion. Overall, total…
401(k) Advisors Set to ‘Excel’ in Las Vegas
Put a bunch of 401(k) advisors together in a room and they’re bound to have fun—even in a…
How to ‘Fix’ Low 401(k) Participation Rates
“Even the most sophisticated providers are focused almost exclusively on retirement readiness, with an emphasis on education and…