Browsing Tag
401(k) Advisors
333 posts
A 401(k) advisor is a financial professional specializing in employer-sponsored retirement plans, specifically 401(k)s. They guide plan sponsors (employers) in various aspects, including plan design, investment selection, employee education, and ensuring compliance with regulations like ERISA. They also help plan sponsors fulfill their fiduciary responsibilities.
Model Portfolios Crucial for Advisor Success
Demand for model portfolio services comes as more training programs reinforce the idea of outsourcing portfolio construction, finds Cerulli
Employers Must Offer Benefits Beyond Retirement Plan Access
NFP findings show employees need education and additional benefits to successfully save for retirement
401GO Unveils Program Matching 401(k) Sponsors with Advisors
401GO Chief Growth Office Stan Smith will be leading the new program
Social Media Pivotal to Recruiting Next-Gen Advisors
J.D. Power study underlines firms’ investment in social media, AI, and branding while announcing winners for overall employee satisfaction
Building Advisor Business and Culture: 5 Takeaways from RPAS Central
Strong lineup of industry leaders tackle challenges facing retirement plan advisors
Holly Knight’s High-Profile Move to Alera Group
High-profile retirement plan advisor Holly Knight joins the 401(k) Specialist Podcast in this episode to discuss her recent…
Participants with Advisors Way More Confident of Secure Retirement
First Pontera 401(k) Literacy Study finds more than 8 in 10 participants working with a financial advisor are better informed and contribute more
Vestmark, BlackRock Partner to Strengthen Custom Model Portfolios
BlackRock will provide standard and custom RIA custom model portfolios through Vestmark platform
Retirement Income Certificate for Advisors Introduced by NAPA
Free course for NAPA members to earn RI(k) certificate launched in response to growing interest in retirement income options
Advisors and Participants Don’t Agree on Retirement Readiness
A study by Allspring Global Investments reports that participants and advisors are disconnected when it comes to retirement readiness, Social Security, and Medicare