401(k)

Increasing Your Closing Ratio: 5 Step Post Meeting Strategy

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by cepstein     September 13, 2011      0.0 (0) You just walked out of what you considered a successful first meeting. Now what? There are many things you can do to improve your odds of closing the deal, but having a consistent plan of action in place can ensure a higher success rate.There are five easy steps that you can use as the basis for your post meeting strategy.

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Advice Becomes Standard Operating Procedure On Most Schwab 401(k) Plans

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by ScottMartin     September 12, 2011      0.0 (0) Retirement plan sponsors have overwhelmingly adopted the idea of active advice as a way to boost participation, Schwab says, but outside advisors may not be seeing much of that business.

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A Foot In The Door: The Key To Gatekeepers

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by cepstein     August 22, 2011      0.0 (0)   Getting your foot in the door with a prospective client can be a trying endeavor, especially when faced with an irritated or difficult gatekeeper.

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401(k) Balances Back At Pre-Recession Levels, But Participation Hits A Wall

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by ScottMartin     July 11, 2011      0.0 (0) Most workers who stayed in their defined contribution retirement plans have finally recouped their losses from the 2008 market slide, but participation is down across the board, Vanguard says.

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TIAA-CREF Recruiting RIAs To Advise Its Retirement Plan Participants

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by ScottMartin     June 10, 2011      0.0 (0) Leading non-profit retirement plan provider and mutual fund powerhouse TIAA-CREF is now actively courting RIA firms hungry to provide advice to participants in the firm's 15,000 403(b) and other plans.

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