Browsing Tag
Retirement Planning
353 posts
Retirement planning is the process of strategically managing your finances to ensure you have enough money to support your desired lifestyle after you stop working full-time. It involves setting financial goals, estimating expenses, and creating a plan to accumulate enough savings through various investment and savings strategies. Essentially, it’s about preparing for a financially secure and comfortable retirement.
4 Digital Marketing Steps 401(k) Advisors Should Take Now
Sheri Fitts doesn’t mince words. “401(k) advisors are 10 years behind where they need to be with their digital marketing,”…
401(k) Fiduciary Rule: ‘Everyone Shares the Blame’
What concrete actions should advisors be taking to prepare for the full implementation of the Department of Labor’s…
How to Address the 401(k) 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 401(k) Advisors to the Next Level
Boost Your Advisor Business: Rebecca Hourihan's Top 3 Marketing Tips for 401(k) Advisors Aimed at Elevating Your Practice to New Heights.
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 401(k) 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 401(k) 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
Retirement plan advisor strategies that win clients through trust, personalization, fiduciary focus, and regulatory preparation.