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The Importance of Glide Paths
T. Rowe Price Portfolio Manager Wyatt Lee discusses the potential impact of sequence of returns risk on glide path design.
Why ‘Well Off’ 401(k) Participants Are Sometimes Harder to Enroll
Kristina Keck of Woodruff-Sawyer clues us in on how to keep participants focused.
Why CITs Make So Much Sense (Especially Now)
The video titled “Excel 401k – Babu Sivadasan & Bill Chetney,” published on November 9, 2017, features a…
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…
What’s Happening With 401(k) Advisor Technology?
401(k) Specialist interviews Aaron Schumm, CEO of Vestwell, at the Excel 401(k) Advisors Conference. We talk about technology…
The Critical Difference Between Advisor Value and Value Proposition
401(k) Specialist interviews Craig Rosenthal from Fiduciary Benchmarks at the Excel 401k Conference in Las Vegas, discussing the…
How to Effectively Address 401k ‘Financial Scarcity’
Description: The video features an interview with Jamie Linkowski of Prime Solutions Advisors, conducted by John Sullivan from…
The 2017 Top Advisor By Participant Outcomes
Here’s a summary of the video featuring George Fraser from Retirement Benefits Group who was our 2017 TAPO…
