How to Dramatically Increase Participant Use of Financial Wellness Tools
As any advisor knows, financial planning drives better financial outcomes. Access to planning tools and professionals that provide top-notch advice can change the future of our clients and their 401(k) plan participants. However, most people don’t use them—even our own clients’ employees. Lack of education on how to use the tools (or lack of awareness […]
Why Happy Clients Ditch Their Financial Advisors (and 3 Ways to Re-Engage Them)
When a client says, “Everything’s fine! Nothing to discuss,” in all your meetings, that’s a financial advisor win—right? Not necessarily. According to Meghaan Lurtz, Ph.D., a leading global expert on the psychology of financial planning, this can be a sign of looming danger for your relationship. Fix, Fine, Flourish: How (and Why) Clients Fall Out of Love […]
Built-In 3(38) or Optional Outside 3(38) Fiduciary Services?
With 401GO, financial advisors can choose between built-in or outside 3(38) fiduciary services.
New Roth Employer Contributions Law
Recently, the IRS made some important changes to how Roth IRAs can be funded that we want you to know about.
5 Reasons to Offer a Group 401(k) Plan to Your Organization
A high-quality and low-cost benefit can provide an attractive reason for businesses to join your organization, and to remain as members long term.