Browsing Tag
retirement 401k
81 posts
Single Most Important Factor to Reaching 401k Goals
(From 401(k) Specialist, Issue 3, 2016) 401(k) advisors might be surprised to learn they’re more familiar with famous…
4 Steps for 401k Rollovers Post-DOL Fiduciary
(From 401(k) Specialist, Issue 3, 2016) “When one door closes, another opens; but we often look so long…
5 Pillars of 401k Plan Participant Success
(From 401(k) Specialist, Issue 3, 2016) Make no mistake, the DOL’s new fiduciary standard of care puts the…
401k Cover Story: ‘Heading Towards Quarter of a Trillion Dollars’
Matt Damon “bought a zoo;” Bill Chetney bought a lodge, but the term doesn’t do it justice. In…
401(k) Advisors: Be True to Your School
(From 401(k) Specialist, Issue 3, 2016) I think Jerome Schlichter is a “Jerky Boy.” Any Gen Xer will…
401(k) Advisors MUST Educate Plan Sponsors on Two Numbers
With the advent of new and more stringent regulations from the Department of Labor and Securities and Exchange…
Why Decrease In 401(k) Revenue Sharing is Good, and Bad
Little surprise, 401(k)-consulting giant NEPC finds revenue sharing agreements on the wane, as fixed-dollar agreements with service providers rise…
401k Form 5500 Made (Hopefully) Easier
Sometimes we think the 5500 stands for the number of head scratches plan sponsors experience when deciphering the…
How the DOL is Boosting 401k Coverage for Women
Coverage is key, but so is portability when seeking access to an effective retirement plan. In order to…
Haters Hate: Writer Cynically Rips, Unintentionally Praises, 401ks
Sure, the 401(k) could have been named something better, but an unintentionally amusing piece from New York magazine…