Browsing Tag
Retirement
2371 posts
Retirement, as defined by the law, encompasses two distinct aspects. Firstly, it refers to the voluntary fulfillment of an obligation or payment of a debt. Secondly, it involves the act of giving up one’s work, position, or professional activities.
The Best Way to Justify Higher 401k Fees? 2018 Excel 401(k): The Advisors’ Conference
Make it real, make it granular and make it specific. It was a key point made at a…
How to Successfully (and Profitably) Service Small 401ks—2018 Excel 401(k): The Advisors’ Conference
Many 401k advisors steer clear of the small plan space, meaning those with under $10 million in assets.…
How to Use Behavioral Economics to Boost Successful 401k Sales—Excel 401(k): The Advisors’ Conference
How do you use behavioral finance concepts to give you an edge when competing for new clients or retaining…
2018 Excel 401(k): The Advisors’ Conference—Your Reputation Depends on This…
401(k) Expert strategies help advisors gain recognition, prove value, and stand out through content marketing and strong branding.
‘Top Advisor By Participant Outcomes’ Revealed! 2018 Excel 401(k): The Advisors’ Conference
The kickoff festivities at the morning session of the annual Excel 401(k): The Advisors’ Conference at Caesars Palace in Las…
Why Every Advisor Should Consider CITs for Their DC Plan Clients
From an advisor perspective, there are obvious advantages to focusing your practice on working with Defined Contribution (DC)…
75 Million Americans Say Their Finances Are a ‘Horror Show’
Trick or treat? It’s that time of year again, and not just in the candy-and-costumes sense. We’re entering…
Bad News (Really Bad) About 401(k) and Retirement Savings
Cue the sad trombone—Americans are far off in retirement savings and it’s only getting worse. “The vast majority…
How Gender Factors into Finances (from Day One)
Young women finance habits show strong budgeting skills but lag behind men in savings and investing—education can close the gap.
What to do About 401(k) Fee Compression
Brad Arends, chief executive officer of intellicents clues us in on how his firm is dealing with this evergreen and…