Browsing Tag
Kohler 2018 Conference
5 posts
Are You Anticipatory or Reactionary in Your 401k Business?
I recently attended the Kohler Thought Leadership Conference hosted by Sheridan Road and had the pleasure of seeing Daniel…
401k Advisors: Data, Disruption and (Avoiding) Age Discrimination
“Last year, I stood here and said you can either disrupt or be disrupted, and that has never…
Why You Shouldn’t Sell 401(k) MEPs
[Update: Comments added to better reflect Swisher’s overall view of the MEP as a “powerful tool moving forward.”]…
Major 401k Industry Trends and What they Mean for Advisors
Personalizing the plan sponsor and participant experience to achieve a true one-on-one engagement model is just one issue…
Blockchain: A 401k Fintech Concept Whose Time Has Come
It’s widely acknowledged that 401k advisors are far from technology wizards, with some still relying on outdated Excel…