Browsing Tag
Participant Outcomes
372 posts
How ‘2019 Excel’ Excelled: Record Attendance, Real Strategies at 401k Event
Gaining knowledge is one thing, implementing it quite another. It’s the reason for a heavy emphasis on practical…
Revealed! ‘Top Advisor By Participant Outcomes’ at Excel 401(k): The Advisors’ Conference
The kickoff festivities at the morning session of the annual Excel 401(k): The Advisors’ Conference in Dallas featured…
New Course Focuses on How to Design a Successful DC Plan
Are you an expert in designing a Defined Contribution plan tailored to the needs of a plan sponsor…
November Top Advisor by Participant Outcomes (TAPO)—David Griffin
How Demographics Drive Design WE’RE AFRAID DAVID GRIFFIN will ask us to hold hands and sing “Kum ba…
401(k) Specialist Reveals 2019 ‘Top Advisor by Participant Outcomes’ Finalists
DENVER, Colo., October 18, 2019—401(k) Specialist, the only website, magazine and e-newsletters dedicated exclusively to helping financial advisors…
4 Steps to More Effective 401k Plan Participation: Excel 401(k) Conference
Back in 2011, advisor Brad Arends was frustrated that one of his oldest and largest clients would not…
‘Transcreation’ Helps Expand Hispanic Worker Retirement Savings Program
We’ve got your word of the day: “Transcreation.” That’s a technique helping Principal Financial Group expand its culturally…
Ringmaster Ross Marino on the Keys to a GREAT Conference
It’s easy to see Ross Marino loves conferences. It’s why he’s made it a part of his life’s…
‘Idea. Decision. Action!’ EXCEL 401(k) to Kick Off in Dallas
It’s cliché to say everything’s bigger in Texas, but it makes sense when it’s your biggest conference yet.…
October Top Advisor by Participant Outcomes (TAPO)—Jeanne Fisher
Getting Retirement Right With Roth 401ks IN AN INDUSTRY overwhelmingly “male, pale and stale” that constantly frets about…