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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. Insights Program, provided answers during a breakout session Monday at the Excel 401(k)...
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Are Your Retirement Plans Really Working? Excel 401(k) Conference
Back in 2011, advisor Brad Arends was frustrated that one of his oldest and largest clients would not adopt auto-enrollment or auto-escalation processes for their 401k plan. The heavy manufacturer had...
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...
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How ‘2019 Excel’ Excelled: Record Attendance, Real Strategies at 401k Event
Gaining knowledge is one thing, implementing it quite another. It’s the reason for a heavy emphasis on practical advisor strategies at this year’s Excel 401(k): The Advisors’ Conference from Advisor2X,...
View ArticleNevin Adams: ‘Bigger, Better than Ever’ 2020 NAPA 401(k) Summit
There’s A LOT planned for the 2020 NAPA 401(k) Summit in Orlando. Industry personality Nevin Adams, American Retirement Association’s Chief of Marketing and Communications, hits the highlights and...
View Article2020 NAPA 401(k) Summit Adds 3 SECURE Act-Focused Sessions
With the SECURE Act—and its nearly 30 provisions that directly impact retirement plans—now law, there is a palpable sense of urgency among advisors to familiarize themselves with the changes and the...
View ArticleExcel 401(k) Digital Series Kicks Off Sept. 14
No mask. No middle seat. No social distancing. That’s the tagline for the Excel 401(k) 2020 Digital Series, which will kick off on September 14 and continue all the way into late November with nearly...
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Graff, Rutledge Talk Politics and Policy to Kick Off NAPA 401(k) Cyber Summit
Politics and policy took center stage in the opening keynote session of the NAPA 401(k) Cyber Summit on Wednesday, as Brian Graff, Esq. and Preston Rutledge sat down for a virtual discussion covering...
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Good Advice—Top Tips from Past TAPOs: EXCEL 401(k) 2020 Digital Series
Our monthly Top Advisor by Participant Outcomes (TAPO) honorees are a great source of best-practices information for 401(k) advisors. Here are a few quick tips from some members of the 2019 class. And...
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How SECURE Act Could Stoke Your Startup Business
Small-business owners and startup business owners have a lot on their minds these days, so perhaps they can be forgiven for not knowing about a couple of the many provisions from the SECURE Act, passed...
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Reaching Small Biz Market Still Big Challenge for 401k Advisors
While the coronavirus pandemic has forced workers to rapidly adapt to a digital world, it is not the biggest challenge facing the retirement industry as a whole, according to a Friday afternoon...
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How to ‘Excel’ at Digital Client Meetings: Excel 401(k) 2020 Digital Series
How have top 401k advisors adapted to the COVID environment of digital client meetings in place of in-person, one-on-ones? There will be new live sessions every weekday during the Excel 401(k) 2020...
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Convincing Plan Sponsors of the Value of Financial Wellness: EXCEL 401(k)
Many employers may not realize it or think about it, but when you get right down to it, most really do want to help their employees be financially responsible. We all know the benefits of financial...
View ArticleScaramucci Speaks, Stout Named 2020 TAPO Honoree: Excel 401(k) 2020 Digital...
It was Friday-Funday for the Excel 401(k) 2020 Digital Series, with Jania Stout being named 2020’s Top Advisor by Participant Outcomes (TAPO) honoree and guest speaker Anthony Scaramucci sharing his...
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Under-the-Radar 401k Performance Metric Takes Center Stage: Excel 401(k) 2020...
While participation and deferral rates typically garner the lion’s share of attention when talking about key 401k plan performance metrics, it was another, less tangible metric that top advisors...
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TAPOs Share Tips on Increasing Participant Engagement: Excel 401(k) 2020...
The tips and advice were flying fast and furious Thursday morning during an Excel 401(k) 2020 Digital Series session on how to effectively encourage 401k plan participants to get more engaged with...
View ArticleHow Advisors Ease Non-Revenue-Generating Pain Points: Excel 401(k) 2020...
While workplace retirement plans are the only source of invested assets for the majority of Americans, most plans are still delivered on recordkeeping technology built before the Internet even existed....
View Article4 Challenges and Solutions to Take 401k Firms to the Next Level: EXCEL...
Peter Drucker said, “Efficiency is doing better what is already being done.” So how can 401k advisors take their practice to the next level by adjusting how they think about efficiency, repeatability,...
View ArticleHow to Prospect, and Drive, 401k Business in a Virtual Setting
A timely topic was tackled recently at the EXCEL 401(K) Digital Series featuring an all-star panel of top advisors. “It’s a new day, and advisors need to be nimble,” according to host Jake Rushton,...
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Factors That Could Decide Presidential Election: Excel 401(k) 2020 Digital...
During a retirement planning seminar held the day before the Nov. 4, 2016 election, Samuel Henson admits he had it wrong, as many did. Sam Henson Henson, SVP-Director of Legislative & Regulatory...
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