Media

Does a $5 Trillion Market Opportunity Get Your Attention?

Does a $5 Trillion Market Opportunity Get Your Attention?

A popular business development strategy among 401k advisors is to mine Form 5500 data to target plans that may be underserved. The argument that you can provide better service, help create better outcomes, help get a plan on track ( or keep it on track), and importantly, help reduce fees are all important drivers in improving the health of the ecosystem.

read more
Big Challenges Call For Big Solutions

Big Challenges Call For Big Solutions

Is a glass half full a good thing – or not? If we’re talking about your favorite beverage, perhaps a half full glass is a nice thing. If the glass is a measure of workplace retirement plan success, your conclusion should be significantly less rosy.

read more