Browsing Tag
NAPA 401(k) Summit
87 posts
On the Spot: How Do You Define Financial Wellness?
John Tabb, co-founder and president of Questis, breaks it down. This video features an interview with John Tabb…
Help in Valuating a 401k Advisory Business
Accurately valuing an advisory business can be tricky. Thankfully, Christine Stokes and Nuveen are here to help. Stokes,…
Two Major 401(k) Trends Happening Now
Cheri Belski from T. Rowe Price zeros in on what’s happening and why. Belski is a vice president…
401k Technology and Integration Pays Off
Jerry Bramlett with FuturePlan by Ascensus makes a big announcement about the firm. The video features an interview…
401(k) Education: Know Your Participant Demographic
It still (still!) needs to be said—Millennials and Baby Boomers send and receive information differently. Think it might…
Why Corporate Social Responsibility is Getting Attention
Cara Duke from Resources Investment Advisors clues us in.
How 401k Plan Design is Changing for the Better
David Hinderstein from Strategic Retirement Group explains what it means.
The Next Iteration of Managed Account Services
“Instead of a ‘coopitition environment,’ we are embracing, in tandem with the advisor, working together to help plan…
Why Include Real Estate in 401(k) Investment Menus?
And is it a fiduciary issue to ignore it? Cohen & Steers’ Charlie Wenzel explains. The video titled…
What’s Happening in the 401k Firm Aggregation Space?
There’s still an education curve about who they are and what they do, according to Vince Morris of…