Browsing Tag
Wealth@wor(k)
107 posts
How to Prospect, and Drive, 401k Business in a Virtual Setting
A timely topic was tackled recently at the EXCEL 401(K) Digital Series featuring an all-star panel of top…
4 Challenges and Solutions to Take 401(k) Firms to the Next Level: EXCEL Digital Series
Peter Drucker said, “Efficiency is doing better what is already being done.” So how can 401(k) advisors take…
How Advisors Ease Non-Revenue-Generating Pain Points: Excel 401(k) 2020 Digital Series
While workplace retirement plans are the only source of invested assets for the majority of Americans, most plans…
TAPOs Share Tips on Increasing Participant Engagement: Excel 401(k) 2020 Digital Series
The tips and advice were flying fast and furious Thursday morning during an Excel 401(k) 2020 Digital Series…
Under-the-Radar 401(k) Performance Metric Takes Center Stage: Excel 401(k) 2020 Digital Series
While participation and deferral rates typically garner the lion’s share of attention when talking about key 401(k) plan…
Scaramucci Speaks, Stout Named 2020 TAPO Honoree: Excel 401(k) 2020 Digital Series
It was Friday-Funday for the Excel 401(k) 2020 Digital Series, with Jania Stout being named 2020’s Top Advisor…
Convincing Plan Sponsors of the Value of Financial Wellness: EXCEL 401(k)
Many employers may not realize it or think about it, but when you get right down to it,…
How to ‘Excel’ at Digital Client Meetings: Excel 401(k) 2020 Digital Series
How have top 401k advisors adapted to the COVID environment of digital client meetings in place of in-person,…
Good Advice—Top Tips from Past TAPOs: EXCEL 401(k) 2020 Digital Series
Our monthly Top Advisor by Participant Outcomes (TAPO) honorees are a great source of best-practices information for 401(k)…
Excel 401(k) Digital Series Kicks Off Sept. 14
No mask. No middle seat. No social distancing. That’s the tagline for the Excel 401(k) 2020 Digital Series,…