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Using Behavioral Finance to Improve Employee Outcomes: Excel 401(k) 2020...
“As 401k advisors, a lot of what we do is counseling,” said Kelli Grelles, who considers herself a “behavioral financial advisor” in her role as Participant Engagement Consultant with Moneta Group....
View Article6 401k Myths Advisors Should Revisit: Excel 401(k) 2020 Digital Series
“Unlike most corrections we’ve experienced, this one affected not only our wealth but also our health,” Jonathan Young of Capital Group American Funds said of the pandemic-driven economic uncertainty,...
View Article6 Reasons Advisors Have Trouble Overcoming Client Objections: Excel 401(k)...
Any advisor who has spoken to a client knows the frustration of making a well-reasoned recommendation only to have the client ignore it. On a webinar for the Excel 401(k) 2020 Digital Series, Sheri...
View Article5 Longevity Challenges Advisors Need to Meet: Excel 401k Digital Series
Advisors are aware of the financial challenges that longevity poses for their clients’ retirement prospects. Americans are living longer and have to plan for longer retirements. Related: How a Lack of...
View Article3 Questions to Help Anxious Clients Refocus: Excel 401k Digital Series
The coronavirus pandemic has caused stress for everyone, and plan sponsors are not immune. Advisors may find themselves fielding questions from anxious clients. During a webinar for the Excel 401(k)...
View ArticleUniting Employers’ Financial Wellness, Human Capital Needs: Excel 401k...
Retirement planning is part of a “broader benefit and human capital narrative,” according to Daniel Bryant, CEO and managing partner of Sheridan Road Financial, a division of HUB International....
View ArticlePolitics, Punditry and Superior Practice Management: Excel 401(k) 2020...
An experiment in live and on-demand digital content came to a successful conclusion with the last session of the Excel 401(k) 2020 Digital Series. Diverging from the “virtual conference” format popular...
View Article2021 NAPA 401(k) Summit Moves to Las Vegas Next September
The NAPA 401(k) Summit will move its time and place in 2021, banking that a bit more time for a potential COVID vaccine to take effect will result in a more successful event. “As you know, the 2020...
View ArticleNext Retirement Reforms Need to Be ‘Smart’ Defaults: Shlomo Benartzi
If SECURE 2.0 was about making behavioral economics the default with its provision requiring auto enrollment in new retirement plans, SECURE 3.0 needs to be about making “smart” defaults the default....
View Article2023 NAPA 401(k) Summit: Growing a Diverse and Inclusive Network in the...
“How, as an industry, do we relate to participants if our tapestry’s fabric is monolithically focused?” asked day two’s “Leading Indicators: The Chicken or the Egg: Growing a Diverse Network for Our...
View Article2023 NAPA 401(k) Summit: SECURE 2.0 Creates Small Market Opportunities
The passage of SECURE 2.0 in 2022 brought in expanded opportunities for the smaller plan market, including increased tax credits, the starter 401(k) provision, mandated automatic features, and more....
View Article2023 NAPA 401(k) Summit: What Do Plan Sponsors Really Want
A number of chief financial officers (CFOs) and human resource (HR) directors showed out for the “’Want’ Adds: What Do Plan Sponsors Really Want,” panel at the NAPA 401(k) Summit, where they discussed...
View ArticleBroadridge Fi360 Conference Heads to Scottsdale
401(k) Specialist is heading to sunny Scottsdale, Arizona this weekend for the Broadridge Fi360 Annual Conference. Known as the “premier conference for the wealth and retirement industry,” Broadridge...
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Broadridge Fi360: ChatGPT, SECURE 2.0, and a Rebrand
The first day of the Broadridge Fi360 Annual Conference kicked off with talks of artificial intelligence (AI) technologies, the future of SECURE 2.0, and even a rebrand. Cindy Dash, Broadridge Key...
View ArticleBroadridge Fi360: Preparing for a Growing Market
The opening session at day two of the Broadridge Fi360 Annual Conference fielded questions, insights, and practices from conference attendants, on topics including plan sponsor engagement, SECURE 2.0,...
View Article5 Trends Creating Opportunity for 401(k) Advisors: Broadridge Fi360 Solutions
Add Jonathan Young to the camp that says there has never been a better time to be a retirement plan advisor than right now. The Senior National Accounts Manager at Capital Group | American Funds told...
View ArticleBroadridge Fi360: Cybersecurity for Advisors
As technologies advance, so will the need for heightened cybersecurity practices. Day two of Broadridge’s Fi360 conference discussed new areas for retirement plan advisors to expand their...
View ArticleWhy the Retirement Industry Needs to Embrace Change, Get Better at Working...
Along with the familiar discussions about in-plan guaranteed lifetime income, personalized managed accounts, SECURE 2.0 changes and improving participant outcomes, a couple of underlying themes...
View ArticleBroadridge 360: The Latest Fiduciary Rule, a Convergence, and Refined Client...
The first day of the Broadridge 360 Advisor Summit covered the latest trends surrounding the retirement planning industry
View ArticleBroadridge 360: Medicare & HSAs — the Perfect Pair in Retirement Planning
Panelists at the Broadridge 360 Advisor Summit urged advisors to include Medicare and HSAs in their retirement planning strategies
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