Most plan providers are prepared for competition. They know how to differentiate fee schedules, demonstrate technology, and present fiduciary solutions. They refine their pitch decks and rehearse the perfect value statement. But the truth is, in this industry...
In the retirement industry, one of the most persistent, and convenient, myths is the idea that there exists a single fiduciary solution that solves every problem for every plan. A package, a platform, a program that checks every box, eliminates every worry, a...
Years ago, back when I was still at that fakakta law firm, I did what good people are supposed to d...
There’s a frontier-town cliché: a chain is only as strong as its weakest link. In the 401(k)/403...
For years, recordkeepers sold the idea that technology solved everything. “Our platform is seamle...
Plan providers hear it all the time: “Our employees don’t care about the 401(k).” That’s us...
Everyone in the retirement plan world claims to be “participant-centric.” It’s the industry...
Bundling sounds so convenient, doesn’t it? One login, one service team, one bill. It’s the Netf...
Every plan provider has crossed paths with one — the advisor who talks a big fiduciary game but c...
There’s a metric that every plan provider loves to brag about: enrollment rates. Auto-enrollment ...
