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Leaders Speak

129 posts
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  • 401(k) Practice
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How Quickly is Disruption Happening in the 401(k) Space?

401(k) Specialist interviewed Daniel Satchkov of Rixtrema at the Excel 401(k) Conference and discussed whether disruption is happening…
byJohn Sullivan
November 20, 2017
401k, technology, fintech, advisor
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1 minute read
  • 401(k) Practice
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What’s Happening With 401(k) Advisor Technology?

Learn about the latest technology available to 401(k) advisors. Discover how Vestwell is modernizing the 401(k) experience for both advisors.
byJohn Sullivan
November 19, 2017
Craig Rosenthal
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1 minute read
  • 401(k) Practice
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The Critical Difference Between Advisor Value and Value Proposition

Insights from Craig Rosenthal on 401(k) advisor value propositions and fee reasonableness at the Excel 401(k) conference.
byJohn Sullivan
November 19, 2017
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1 minute read
  • 401(k) Practice
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How to Effectively Address 401k ‘Financial Scarcity’

Explore how financial scarcity affects employees and how quantifying costs can enhance financial wellness strategies.
byJohn Sullivan
November 18, 2017
participant outcomes
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The 2017 Top Advisor By Participant Outcomes

401(k) Specialist focuses sharply on participant outcomes—the true measure of 401(k) success. Share insights to vie for TAPO honor.
byJohn Sullivan
November 16, 2017
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1 minute read
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Why Financial Wellness in 401(k)s is Absolutely Essential

Discover how financial wellness in retirement planning helps 401(k) participants reduce debt, build savings, and improve long-term financial health.
byJohn Sullivan
November 16, 2017
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  • 401(k) Practice
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The Single Most Important Retirement Question is …

Unlock retirement insights with Retire Ready Solutions. Get personalized status reports and actionable info to plan your future effectively.
byJohn Sullivan
November 12, 2017
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3 minute read
  • 401(k) Practice
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Why Retirement Plans Should Keep Working After Retirement

Everyone seems to want to help workers save for retirement. Employers encourage participants to use automatic payroll deductions…
byCapital Group
November 8, 2017
Simplify Retirement Plan Investment Choices
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4 minute read
  • 401(k) Practice
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How Can Plan Sponsors Help Participants Make Better Investment Decisions?

Despite the popularity of one-stop target date funds, about 63% of retirement plan participants still choose their own…
byCapital Group
August 9, 2017
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4 minute read
  • 401(k) Products
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‘Easy Wins’ for DC Plan Design

Inertia is taking hold in some areas of the Defined Contribution (DC) industry today, and the reasons are clear.
byFranklin Templeton
April 6, 2017

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  • Trump Accounts guidance

    Trump Accounts Take Shape with New Treasury, IRS Guidance Today

  • News

    Crypto.com Launches IRAs, Prime Pensions Names CEO

  • Wealth Enhancement Acquires TFB Advisors

  • ERISA Litigation and How Not to Get Sued

    How Not to Get Sued: A 401(k) Specialist Deep Dive

    byBrian Anderson

Don’t Miss an Update

Keep up-to-date on the latest news in the 401(k) retirement industry.

401k Podcast
  • Podcast episode on how to reduce fiduciary risk

    How Not to Get Sued: Lessons from ERISA Expert Witness Eric Dyson

Featured Industry Articles
  • Manulife John Hancock’s Brandon Radach and Retirement Plan Advisor Search’s Veronica Bray discuss how to win more 401(k) finalist presentations.

    Acing the Finalist Presentation: How to Win More 401(k) Plans

  • Retirement at a Glance

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