Your Biggest Competitor Isn’t Another Provider — It’s Indifference
Most plan providers are prepared for competition. They know how to differentiate fee schedules, dem...
Most plan providers are prepared for competition. They know how to differentiate fee schedules, dem...
In the retirement industry, one of the most persistent, and convenient, myths is the idea that ther...
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 ...