Browsing Tag
GRP Advisor Alliance (GRPAA)
41 posts
How to Be a Navy SEAL of the 401k Space: GRPAA 2018 Summit
A high-energy, fully-caffeinated presentation from a former Navy SEAL and current top CEO launched the second day of…
Differentiation, Personalization Paramount in Financial Wellness: GRPAA 2018 Summit
Buzzword, hot topic, mission, social movement. These were just a few ways Liz Davidson described financial wellness Friday…
How We ‘Ought To’ Be Talking to 401k Participants: GRPAA 2018 Summit
Some like it hot, others not, as the GRP Advisor Alliance gathering kicked off Friday morning at the…
Are CITs, Financial Wellness at a 401k Plan ‘Tipping Point?’
We’re at a tipping point (or very close to it) with two important retirement plan topics—collective investment trusts…
CITs Are Hot—Why Aren’t More 401k Advisors Intrigued?
Seen by many as cheaper alternatives to mutual funds in the retirement plan space, collective investment trusts grew…
Why CITs Make So Much Sense (Especially Now)
The video titled “Excel 401k – Babu Sivadasan & Bill Chetney,” published on November 9, 2017, features a…
Don’t Call it a Comeback: Why CITs are Suddenly Gaining Ground
Chances are, you’ve heard of collective investment trusts (commonly referred to as CITs). CITs are tax-exempt, commingled or “collective”…
Major CIT Option Announced for 401k Advisory Firms
What happens when a retirement plan firm aggregator and a retirement plan service provider team in the CIT…
401ks Show Signs of ‘Sudden Wealth Syndrome’
NFL superstars go broke, lottery winners go crazy—sudden wealth isn’t necessarily good, at least when there are too…
How to Stay Alive in a Firefight: GRPAA 2017 Summit
You will only be as good as you train yourself to be; we practice as we play; learn…