Recent Study Shows 401k Participants Aren’t Sure of Their Own Portfolio Allocations
In a recent article by PlanSponsor.com, they referenced a survey by Legg Mason that reports that many 401k participants are in the dark of their own portfolio allocations. According to...Read More
What do clients really wish their financial advisors would ask them?
In a recent WealthManagement.com article, Matthew Regan wrote about some of the key questions that clients really wish their financial advisors would ask. Of course, most advisors are all asking...Read More
Why 401k Financial Literacy Should Never Be Overlooked
In 401kSpecialistMag’s recent interview of Heffernan Financial Services’ Blake Thibault, we heard about the importance of 401k financial literacy for somebody’s financial wellness. How can somebody be financially well if...Read More
Main Reason Why Millennials Are Not Investing in Retirement Enough
It seems a recurring theme in the 401k industry is the problem of younger generations not investing as much as they should. Plenty of studies have published reasons why, and...Read More
How to Create Tremendous Savings For Plan Participants Without Reducing Your Fees
ERISA based litigation is exploding. Targets of litigation include both large and medium sized plans. Legal challenges against Anthem, Boeing, Lockheed Martin, International Paper, MassMutual & Ameriprise are only some...Read More
The importance of explaining 401k-related calculations to plan participants
It is often difficult to keep up in the modern fast paced world. Many people sign up for their company’s 401(k) plan and then do nothing, thinking that the plan...Read More