Green Retirement, Inc. Enhances Retirement Plan Efficiency with 401GO
Client Overview: Timothy Yee, GreenRetirement, Inc. Timothy Yee, Chief Retirement Specialist and Co-Founder of Green Retirement, Inc., employs a personalized and mission-driven approach to client servicing. With extensive experience in the financial services industry and deep expertise in retirement planning, Green Retirement, Inc. serves businesses, nonprofits, and individuals with an emphasis on socially responsible and […]
The Secret Retirement Weapon Advisors Overlook: Health Savings Accounts (HSAs)
When people think of retirement savings, the usual suspects come to mind—401(k)s, IRAs, maybe a Roth account if they’re savvy. But there’s one tax-advantaged tool that often flies under the radar and yet may be the most powerful of them all: the Health Savings Account (HSA). That’s right. HSAs aren’t just for covering doctor visits […]
The Role of Alternative Assets in 401(k) Plans
Traditionally, 401(k) plans have centered around stocks and bonds, often following a 60/40 allocation strategy. This kind of asset allocation has historically returned about 8.8% annually from 1926 to 2023 based on U.S. market data. However, many investors and advisors are rethinking their retirement strategies by exploring alternative assets to diversify their portfolio and potentially […]
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 […]
Stan Smith Speaks on 401KSpecialist Podcast
CGO at 401GO Stan Smith recently spoke on 401(k) Specialist Podcast about the exciting landscape of the small-to-medium-sized business (SMB) market. As government mandates and employee expectations for workplace benefits rise, the SMB market is a place of great innovation. Listen as Smith shares his insights on what’s driving change in the retirement industry and […]
Effective Prospecting Techniques for Advisors
Let’s be honest, prospecting is draining. Cold calling, chasing leads that ghost you, and resorting to the “spray and pray” approach isn’t exactly what most people look forward to. The good news is that finding new business doesn’t have to feel like a mission. Having a structured approach can make prospecting a lot easier and […]
How Retirement Planning Can Transform Your Wealth Management Practice
The convergence of wealth management and retirement is a powerful trend in the financial services market and will provide a significant advantage to both experts and novice plan advisors alike.
401GO Expands Retirement Savings Plan Investment Offerings Through Partnership with Mesirow
Next generation retirement plan provider 401GO and independent, employee-owned financial services firm Mesirow launched a partnership through which Mesirow will provide outsourced 3(38) fiduciary services to 401GO clients. 401GO has more than 1,400 financial advisor partners through the 401GO recordkeeping system. These advisors will be able to access Mesirow’s 3(38) fiduciary services, which will be integrated within the 401GO […]
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 […]
Technology is a 401(k) Game Changer for Small Businesses and Financial Advisors
401GO’s founders are serial entrepreneurs who wanted to offer their employees the many benefits of a 401(k) plan — only to discover that the status quo presented impediments serious enough to make it nearly impossible.