Browsing Tag
Retirement Planning
341 posts
How to Address the 401k Industry’s Diversity Issue
You certainly can’t call Ross Marino a hands-off conference manager. The founder and CEO of Excel 401(k): The…
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…
How Do Young Workers Feel About Guaranteed 401k Products?
Where to we stand with annuity demand in 401(k)s? Pretty high, according to new research, although it’s unclear…
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…