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How to Become your Clients Maximum Value Partner (MVP)
In an environment where differentiation is critical to your success, you work hard to bring your A-game to the retirement plan clients and prospects you serve. Article Presented by MassMutual
How a Lot of the Financial Wellness Buzz Misses the Point
Financial wellness is a popular topic among plan sponsors and financial representatives these days. Financial services companies develop financial wellness programs that plan sponsors can offer their employees—so the term financial wellness gets used as if it’s a product. Article provided by John Hancock
Ten Years Later: What have Target Date Funds Learned About Recessions and 401(k) Plans?
The global financial crisis is more than ten years in the rear-view mirror and equity markets have reached new highs. A spurt of volatility at the end of 2018 reminded us just how painful a 10% drawdown in one month... Article Sponsored by: Franklin Templeton
8 Critical Steps to a More Cybersecure RIA
This is the first part in a series of articles on how fiduciary practices leverage the training and…
Personalization and Participant Outcomes: OneAmerica Making the Most of Managed Accounts
Personalization, customization, individualization—industry terms tossed about for some time. But largely thanks to new technology, it’s happening now, and it’s incredibly exciting. Article Provided by OneAmerica
Securian Financial’s Ted Schmelzle: Why Fee Compression Comes at a Price
Is fee compression absolute? Is it always better for 401(k) plan sponsors and participants, or do diminishing returns mean less is no longer more? Article Presented By: Securian Financial
Prospecting strategies to help win & retain 401(k) business
The opportunity for qualified plan sales is large and growing. With $7.7 trillion in retirement plan assets and 550,000 401(k) plans, the chance to cultivate new business and the need to retain current clients becomes clear when 38 percent of plan sponsors are actively... Article Sponsored By: MassMutual
3 Areas of Challenge and Change to Turbocharge Retirement Plan Practices
Change is happening in the defined contribution retirement plan space. Yes, and water is wet—but it’s the pace of change and what it offers that’s causing anxiety for many, and excitement for some. Article Presented By: Nuveen
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)…
Research: What Advisors Think About Financial Wellness
Differentiating is important—especially amid fee compression—and many advisors seek to do so through financial wellness. I think it…