Advisors using 401k Participant Education consistently report the rewarding impact it has on people’s lives and how transformative it is for their practice.
The Hidden Opportunities in 401(k) Participant Education
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Welcome to the TRAK Retirement Planning Blog
Helping Advisors prepare their clients for retirement since 1986.
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401(k)
Ironmans and Financial Advisors
Recently I finished a Half Ironman Triathlon in St. George, Utah. It was a great race: swimming 1.2 miles, biking 56 miles, and then running the half-marathon, 13.1 miles. That’s 70.3 miles in total! The elevation gain of just over 4,400 feet had me contemplating quitting. At times, it felt like torture. But I finished, and for me, I finished well, just 26 seconds shy of six hours. I was thrilled! I exceeded my expectations on a very tough course.
Knowing the Why?
For better or for worse, knowing why something is a certain way can make a world of difference in how we approach it. As advisors, understanding why can help us address our clients’ questions.
Best FinTech Solution for 401k communication
At the 2019 DC Genie Awards, 401kTV named RetireReady Solutions® the FinTech winner of the Employee Communication Award. Recognizing excellence and innovation in the 401(k) industry, specifically for providing tools for advisors and plan sponsors to engage employees in their retirement journey.
Close the Gap Between Knowing and Doing
Americans know a lot. We have all the data to know that physical exercise is important, nutritious diets improve our health, distracted driving is a bad choice, and saving for retirement when we are younger is a great idea. However, roadblocks (often in the form of fear and uncertainty) frequently prevent us from acting on all that information.
Leverage Micro Plans for Macro Growth
Advisors in the micro plan space received higher marks for their ability to build relationships with clients and provide group or one-on-one participant education.
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