Tag: Advice

Advisers Giving Back: 401k Plan Professionals

Like many of their industry peers, the close-knit team at 401k Plan Professionals understands the importance of giving back and paying forward the good fortune enjoyed by advisory industry professionals.

Refining the Language of Retirement

Though the use of confusing jargon remains prevalent, new Invesco survey data suggests the financial services industry has made progress in improving understanding of the defined contribution plan system.

Lessons in Building Talented Teams

In a dialogue with PLANADVISER, Dominique Henderson, founder of an adviser mentorship program called JumpStart, reflected on his own entrance into this industry and helping others find their ‘why, who and how.’

An M&A Q&A with Voya Retirement CEO Charlie Nelson

In a discussion with PLANADVISER, Nelson commented on the recently announced deal that will send 900 retail-focused financial advisers to Cetera, with Voya retaining 600 advisers focused on the workplace.

Transformational Trends

2020 was an extraordinary year, in ways we likely have yet to fully understand, and 2021 is proving to be a worthy successor. Join us for a one-day digital seminar on March 24, where we will explore key lessons learned from this extraordinary time for the retirement planning industry.