Clik here to view.
MEPs on the March—DOL Announces 401k Rule: Outcomes 2019 Conference
On Monday, the U.S. Department of Labor announced a new rule that will make it easier for small businesses to offer retirement savings plans to their workers through Association Retirement Plans...
View ArticleRevolutionizing the 401k Participant Relationship: Corby Dall at Outcomes...
Technology and scale, coupled with auto innovation, is revolutionizing the 401k advisor’s business and the manner in which they interact with clients to foster better participant outcomes, according to...
View ArticleFinTech Focus of GRPAA ‘Finnovation’ Conference
Bill Chetney kicked off GRP Advisor Alliance annual summit at San Diego’s historic Hotel Del Coronado Friday morning by noting that “Millennials get knocked for many things, but here is a testimonial...
View ArticleTechnology Changing the Way People Age: GRPAA Finnovation Conference
“The future ain’t what it used to be.” That Yogi Berra quote summarized a presentation on Friday morning at the GRP Advisor Alliance Finnovation Conference at the Hotel Del Coronado in San Diego, about...
View ArticleTech Trends for 401k Advisors: GRPAA Finnovation Conference
A Friday morning panel discussion on fintech in the 401k advisor space at the GRPAA Finnovation Conference in San Diego detailed the challenges and opportunities currently available and, in keeping...
View Article9 Advisor Challenges That Make the Case for Consolidation: GRPAA Conference
Consolidation in the 401k space has people asking questions. Do advisors step aside for the next generation? If so, what does succession look like? Should the practice be sold and if so to whom? What...
View Article‘Trump Impeachment Trial by Late Winter, Early Spring:’ GRPAA Conference
“I’m either middle of the road or a shameless opportunist,” Greg Valliere said to laughter when noting his dual role as a political commentator for both CNN and Fox News. Valliere, Chief U.S. Policy...
View ArticleIs the ‘Clock Ticking’ on 401k Firm Consolidation? GRPAA Conference
The frenzy of recent 401k firm acquisitions was a hot topic at GRPAA’s Finnovation Conference in San Diego on Saturday. Many principals of acquired (and acquiring) firms were in attendance, dispensing...
View ArticleClik here to view.
What’s Next for 401k MEPs? GRPAA Conference
The Department of Labor’s MEP rule—which makes it easier for small businesses to offer DC plans to their workers through Association Retirement Plans (ARP)—took effect on September 30. Under the rule,...
View ArticleTips for Running a Profitable, Efficient Business: GRPAA Conference
What advisors are doing to run a profitable and efficient business? A trio of advisors provided a variety of answers to that million-dollar question during a Saturday morning session at the GRPAA...
View Article401(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 ensure a secure retirement for hardworking Americans...
View Article‘Idea. Decision. Action!’ EXCEL 401(k) to Kick Off in Dallas
It’s cliché to say everything’s bigger in Texas, but it makes sense when it’s your biggest conference yet. EXCEL 401(k): The Advisors’ Conference kicks off in Dallas, October 27 – 29, 2019, at the...
View ArticleClik here to view.
Ringmaster Ross Marino on the Keys to a GREAT Conference
It’s easy to see Ross Marino loves conferences. It’s why he’s made it a part of his life’s work. Bringing people together, talking shop, “geeking out” as he likes to call it on best practices to help...
View ArticleClik here to view.
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 a critical look at their marketing to see if it has kept pace with the times...
View ArticleClik here to view.
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 10 years? It was asked and answered by David Reich at Excel 401(k): The Advisors’ Conference in Dallas on...
View ArticleClik here to view.
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 area with Pensionmark previously spent 26 with Principal Financial Group and ran their New York...
View ArticleTime 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 Monday morning at the Excel 401(k) Conference in Dallas, Stout, who is the...
View ArticleRevealed! ‘Top Advisor By Participant Outcomes’ at Excel 401(k): The...
The kickoff festivities at the morning session of the annual Excel 401(k): The Advisors’ Conference in Dallas featured the annual celebration and recognition of this year’s group of 12 monthly ‘Top...
View ArticleClik here to view.
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 the DOL allow it?—you’re not alone. It’s a reason advisor Katrina Bell, Principal and...
View ArticleCarlson’s Catastrophe: Retireholi(k)s Revamp Banned for Life
In a disaster akin to New Coke, Retireholi(k)s’ pathetic attempt to revamp its stale and struggling brand only tarnished it further, solidifying the once cutting-edge format’s sad, slow decline into...
View Article