10 Best Cities for Downsizing in Retirement
A list of municipalities in which selling a home can reap an enormous amount of rental income finds California (of course) as the prime locale for those who wish to downsize in retirement....
View Article401k Participant Communication: How to Ensure Maximum Engagement
Here’s a little exercise for the retirement plan sponsors out there: take the latest piece that you’ve sent (or are about to send) to plan participants and show it to someone in your office who knows...
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What to Know as Millennials Approach Middle Age(!)
The largest generation in America is approaching middle age. It may be difficult to imagine, but leading-edge Millennials will celebrate their 40th birthdays next year. Much has been made of the...
View ArticleMillennials Say Life More Stressful Than In Previous Generations
How much is too much? Or rather, what amount of optimal income would make us happy and stress-free? While tough to believe, a billion dollars ain’t it, and like everything else, diminishing returns...
View Article3 Easy 401k Marketing Strategies Too Often Overlooked
Modern-day work schedules are hectic. Between emails, calendar coordination and marketing campaigns, it can be challenging to stay on top of everything. To help make life (and referrals) easier, here...
View ArticleQUIZ: 10 Questions to Self-Evaluate Your 401k Marketing
How well do you do? Are your efforts paying off? Take this 10-question quiz to reveal your retirement plan marketing score: Does your company have a logo? 5 points. 0 points. Does your company have a...
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Mile High Marketing Exclusive: Empower Nets 21-Year Stadium Naming Rights Deal
Football and 401ks don’t seamlessly mix, something Empower Retirement is looking to change with a deal to plaster its name on the side of Mile High Stadium in Denver. The industry’s No. 2 recordkeeper...
View ArticleNational 401k Day 2019: PSCA Offers Awareness Game Plan for Plan Sponsors
Please, save responsibly tonight as you celebrate National 401k Day. Friday, Sept. 6, marks the 2019 celebration of “National 401k Day,” or more accurately but less simply, “National 401(k)/403(b)...
View ArticleMillennials Tweet Saving Frustrations at #millennialretirementplans
Despite industry best-efforts to get workers enrolled at younger ages, thereby having more years to save, some Millennials aren’t optimistic and have taken to (what else?) Twitter to vent their...
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6 Fun and Furious Movie Lines About Retirement and 401ks
The House How are 401ks portrayed in movies and pop culture? It’s cliché to ask if life imitates art or art imitates life, but the way in which the retirement savings vehicle plays out on the...
View ArticleKen Fisher’s Alleged Inappropriate Comments Cause Controversy
Ken Fisher, CEO of Fisher Investments, one of the country’s largest RIAs, caused a social media stir Wednesday over comments he allegedly made at the Tiburon CEO Summit in San Francisco. Breaking the...
View ArticleBaby Boomers Living a ‘Last Century’ Retirement
Is a retirement designed in the last century right for today’s retirees? The answer to the leading question is of course, no, but it’s exactly what the Baby Boomers are doing, the last generation to...
View ArticleCarlson’s Catastrophe: Retireholi(k)s Revamp Banned for Life
In a disaster akin to New Coke, Retireholi(k)s’ pathetic attempt to revamp its stale and struggling brand only tarnished it further, solidifying the once cutting-edge format’s sad, slow decline into...
View ArticleThe Most Fantastically Fantastic 401k Video Ever
Even though they saw fit to mock a debilitating verbal tic and legal action has been initiated, our ‘friends’ at the Retireholi(k)s presented us with the following during our visit to Dallas for the...
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RIAs Still Missing From Social Media Bandwagon
Registered investment advisors (RIAs) still lag well behind financial advisors in terms of social media usage, perception and business value gained from social media, according to the latest findings...
View ArticleClient Appreciation Events: The Instant Relationship-Builder
Retirement plan advisors have a unique relationship with their clients, who place themselves and their futures in their advisor’s hands. Client appreciation events are a way to honor that trust and...
View ArticleHow Concerned Are Americans About Retirement Income (Really)?
Overly pessimistic or unflinchingly realistic? People in Asia are saving the most, but are also more concerned about having enough retirement income. In completely unsurprising news, people in the...
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Top 10 Retirement Regions Impacted by ‘Silver Tsunami’
A flood of homes will come on the market in the next 20 years as Baby Boomers age enough to affect local economies in traditional retirement areas, new analysis from Zillow has found. The real estate...
View Article5 Reasons 401k Advisors Should Use Google Alerts
Have you done something newsworthy? Are your events garnering local media? Has your blog article gone viral? By setting up a (free) Google alerts, you can learn about your digital footprint....
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Retire HERE in 2020 in These 3 Regions of the World
Europe, Asia and South America offer plenty of opportunity (and romance) for adventurous retiree expats, and International Living is out with a few suggestions on where, specifically, to settle in...
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