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.
Correlation, Causation—Who Cares? Companies with Quality 401ks Outperform
Companies that care for their employees perform better …no, really. While it would seem pretty intuitive, a new…
New Fiduciary 3(38) Investment Advisory Service Announced
3(38) Fiduciary Services from Shelton Capital enhance retirement plan support, offering fiduciary oversight and expert management for 401(k) plans.
STOP Being a Monday Morning 401k Quarterback
It’s easy to walk into a prospect meeting, look at the 401k plan replay information, and talk about investment…
Referrals are Critical to 401(k) Business, But Where Do You Find Them?
It’s an evergreen issue, but one critical to 401(k) advisors looking to grow their businesses. Referrals are often…
How to Measure 401(k) Financial Wellness ROI
Whenever I read an article about how hard it supposedly is to measure the ROI of financial wellness…
Rethinking Your Small 401(k) Plan Profitability
I sat on a panel at a recent industry event to discuss the small plan 401(k) market. We…
A Post-Fiduciary Rule Rollover Playbook
401(k) Rollover Fiduciary Rule challenges create doubt. Discover advisor safeguards, strategies, and best practices to protect clients.
Why 401(k) Marketing Should Never Sleep
Wouldn’t it be nice to know that day or night, rain or shine, your brand is consistently in…
New Digital Tool for Small Market 401(k) Advisors
The platform uses technology to “bring process, efficiency and transparency to financial advisors who work on small business retirement plans.”
401(k) Participants Are Seriously Stressed—Here’s Why
401(k) participants are worried, and it’s affecting their job performance (and therefore company costs). Two-thirds of retirement plan…