Browsing Tag
retirement 401k
81 posts
401k Fiduciary Rule ‘Hostile Takeover of Financial Industry by Lawyers’
Ask Charlie Epstein about the fiduciary rule, and expect an earful. Epstein, America’s self-proclaimed 401k Coach, estimates that…
3 Marketing Tips to Take 401k Advisors to the Next Level
“Fix your broken windows to better reflect your brand.” It was direct marketing tips from Rebecca Hourihan, founder…
A New Record for 401(k) Assets?
401(k) assets continue their climb. The Investment Company Institute put the latest tally at $4.9 trillion. Overall, total…
401(k) Advisors Set to ‘Excel’ in Las Vegas
Put a bunch of 401(k) advisors together in a room and they’re bound to have fun—even in a…
How to ‘Fix’ Low 401(k) Participation Rates
“Even the most sophisticated providers are focused almost exclusively on retirement readiness, with an emphasis on education and…
Biggest Barrier to Beginning 401k Benefits?
Try and figure this one out—a perceived lack of savings prevent people from saving. It therefore follows that…
Top 401(k) Prospect-to-Client Conversion Techniques
(From 401(k) Specialist, Issue 3, 2016) According to “Fidelity’s 2015 Plan Sponsor Attitudes Survey,” the satisfaction level of…
401k Technology Freak-Out: What’s Next For Advisors?
(From 401(k) Specialist, Issue 3, 2016) Are 401(k) participant websites obsolete? As preposterous as it sounds, there’s precedent…
‘Most Powerful Tool to Get 401k Particpants to Act’: Behavioral Expert
(From 401(k) Specialist, Issue 3, 2016) Too often, employees don’t seem to read and act on requests from…
Hype or Help: Where Target Date Funds Fit With Future 401k Outcomes
(From 401(k) Specialist, Issue 3, 2016) “Target date funds are the most expensive vanilla ice cream in the…