Practice management
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Small business retirement plans—partnering for success
A strong recordkeeper relationship can help give financial professionals a real edge in the small retirement plan market. Here are a few questions to help gauge the strength of your provider partnerships.
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How to use LinkedIn to build your business
LinkedIn can help you prospect, engage, and showcase your value to potential retirement plan prospects. And we can help you turn a few minutes on LinkedIn every day into a new pipeline of retirement plan business.
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Perspectives on the role of the financial advisor from three successful women advisors
More than a third of financial advisors is expected to retire in the next 10 years. With women making up only 18% of financial advisors, there is ample opportunity for women to step into the role. So, we asked three leading female financial advisors about how they got where they are today, why they like what they do, and how the industry might try to attract more young people—and more women—to this rewarding career.
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2020’s lessons for 401(k) participants and financial professionals
Now that 2020 is hindsight, it’s important to look back and see what lessons it has for us. We’ve taken a look at the actions our retirement plan participants took in 2020 to gauge what kind of help they may need as they look forward in 2021.
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How to achieve positive flow with 401(k) optimization
Here’s an approach for optimizing the 401(k)s you manage.
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Six months of market volatility and COVID-19: reflections from August 2020
After six months of pandemic-related economic and market uncertainty—a look at what retirement plan participants have experienced and what actions they’ve taken.
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Best practices for your next 401(k) RFP to assess relationship management
Many of the questions that are asked in a recordkeeping request for proposal (RFP) haven’t changed much over the years. The next time you send out an RFP, consider new questions you might use to assess the value and service you can expect from your new recordkeeper and relationship manager.
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Use National 401(k) Day to help your participants—and your plan
Use National 401(k) Day to get your participants engaged in planning for retirement and to make sure your plan is still meeting your needs.
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How COVID-19 has affected retirement plan sponsors and participants—our July update
The dichotomy of the stock market performance and unemployment in July set the stage for the uneven impact of the pandemic on both businesses and people, as we see in a July survey of our retirement plan sponsors and in our participant data.
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Retirement plans in June continued to reflect the ups and downs of the economy
Since the pandemic kicked off market volatility in February, the economy has been on a rollercoaster ride. We continue to watch the actions our retirement plan participants are taking to gauge the impact the changing economy is having on them, so we can try to help them with timely and targeted engagement.
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