Browsing Tag
Wealth@wor(k)
107 posts
Revealed! ‘Top Advisor By Participant Outcomes’ at Excel 401(k): The Advisors’ Conference
The kickoff festivities at the morning session of the annual Excel 401(k): The Advisors’ Conference in Dallas featured…
401(k) Specialist Reveals 2019 ‘Top Advisor by Participant Outcomes’ Finalists
DENVER, Colo., October 18, 2019—401(k) Specialist, the only website, magazine and e-newsletters dedicated exclusively to helping financial advisors…
The Most Fantastically Fantastic 401k Video Ever
Even though they saw fit to mock a debilitating verbal tic and legal action has been initiated, our…
4 Steps to More Effective 401k Plan Participation: Excel 401(k) Conference
Back in 2011, advisor Brad Arends was frustrated that one of his oldest and largest clients would not…
Why Advisors Need to Be Proactive: Excel 401(k) Conference
What do plan sponsors really think of the advisor community? Meghan Jacobson, CFA, Head of J.P. Morgan U.S.…
How to (Carefully) Implement ESG in 401k Plan Lineups: Excel 401(k) Conference
If you’re confused about adding ESG-oriented investments to a 401k menu—is it allowed, should it be allowed, does…
Time to Look Beyond Financial Wellness: Excel 401(k) Conference
It’s time to think beyond “financial wellness,” says Jania Stout of Fiduciary Plan Advisors. During her breakout session…
How to Accelerate 401k Firm Growth: Excel 401(k) Conference
Bob Scherzer is new to the 401k advisor business—sort of. The managing director for the New York metro…
How Quickly is Advisor Consolidation Coming? Excel 401(k) Conference
Where were we 10 years ago when compared with today, and what are the implications for the next…
Hourihan Challenges Excel 401(k) Crowd to Modernize Their Marketing
Attendees at Rebecca Hourihan’s Monday morning breakout session at Excel 401(k) Conference in Dallas were challenged to take…