Displaying 156 results
How the COVID-19 crisis is affecting 401(k) sales
Amid the pandemic, many plan advisers are focusing more on customer service, and the shift to working with clients remotely is likely to accelerate
A crisis is a terrible thing to waste
How the COVID-19 pandemic could change the 401(k) market
The SECURE Act’s unprecedented opportunities
As the legislation brings about big changes in the retirement plan market, will advisers benefit or will they be drowned?
Retirement plan adviser M&A market poised to explode
The mergers and acquisitions boom in the plan adviser market is only just beginning
Retirement plan adviser M&A stays hot with OneDigital deal for Resources
OneDigital's acquisition of Resources Investment Advisors includes $45 billion in assets under administration
The danger of focusing on retirement plan participant outcomes
While some plan advisers talk about shifting their focus, few have changed their business models to reflect this new focus
The danger of focusing on retirement plan participant outcomes
While some plan advisers talk about shifting their focus, few have changed their business models to reflect this new focus.
Why retirement plan advisers should act as 3(38) investment fiduciaries
And why they should charge plan sponsors less for the service.
401(k) plans are an illusion
The participants are what matter, not the plan
Is massive consolidation in the 401(k) record-keeping industry inevitable?
Conventional wisdom says yes, industry leaders say not so fast.
Cybersecurity is a ticking time bomb for 401(k)s
Advisers need to understand the issues, the risks and the roles of each of the parties in the 401(k) food chain that handle data, especially participant data
Is the 401(k) adviser M&A market about to cool down?
The market is hot, but the balance could shift if too many advisers seek a buyer.
Why 401(k) advisers should pay attention to Ascensus’ TPA buying spree
Ascensus' FuturePlan has made more than two dozen acquisitions in the last two years.
Top 10 fiduciary misconceptions among 401(k) plan sponsors
These may be more problematic than fiduciary mistakes
Robo-advisers are dead. Long live digital advisers
Worksites provide huge opportunity for 401(k) advisers to integrate fintech solutions.
Lack of transparency is hurting the 401(k) industry
Hiding fees leads to a lack of trust among plan sponsors.
Reducing the number of 401(k) record keeper partners poses a challenge for plan advisers
Change is slow as advisers struggle with managing too many providers.
Dearth of young advisers who can meet participant needs
The cliché that problems are just opportunities in disguise is rarely true. But sometimes they can be. And…
401(k) data dilemma is hurting the industry — especially participants
The inability to access data on plan participants interferes with efforts to customize their benefits and investments
Retirement has become the lynchpin of complete advisory practices
Wealth managers risk losing key clients and sacrificing business leads if they don't work with 401(k) plans.
