Increase participant retirement readiness with these 6 tips to combat common behavioral finance tendencies. Read the Financial Advisor article, “Six Tips To Increase Retirement Readiness,” by Ken Waineo, The Standard's senior director of business development and operations, retirement plans, Pacific Northwest region.
In the Media - Retirement Plans
Learn about 3 ways you can help plan participants become more retirement ready in the 401K Specialist article, “3 Ways to Overcome Retirement Planning Behavior,” by Ken Waineo, The Standard's senior director of business development and operations, retirement plans, Pacific Northwest region.
Show your clients how you can help them avoid these four common 3(16) fiduciary pitfalls. Dan Hall, The Standard's vice president of retirement plan sales and Joel Mee. a retirement plan consultant with The Standard, provide their insights in the 401K Specialist article, “4 Key Areas That Risk 3(16) Fiduciary Failure” (accessed March 30, 2017).
With marketplace uncertainty, you have an opportunity to offer clients a more conservative investment option with guaranteed insurance stable value funds, says Jim Roche, Stable Asset Sales Director for the Pacific Northwest Regional Retirement Plans Office at The Standard. To help turn more leads into sales, prepare yourself for these six commonly asked stable value fund questions. Read his 401k Specialist article, “6 Important 401k Stable Value Questions” (accessed Feb. 3, 2017).
Focusing on the best solutions that drive clients' retirement readiness should be a top priority for advisors in the new year, says Ken Waineo, senior director of retirement plan business development and sales operations at The Standard. Read his 401k Specialist article, “New Year's Resolution for 401k Industry: A Renewed Focus on the Right Thing” (accessd Dec. 19, 2016).
Some of your baby boomer clients may be behind in saving for retirement, but here are tips from Ken Waineo, senior director of business development and operations, retirement plans, Pacific Northwest region, for The Standard, to help them as their retirement dates draw near. Read the Employee Benefit Adviser article, “How to Help Baby Boomers Add to Their Retirement Savings” (accessed Dec. 19, 2016).
Ken Waineo, senior director of retirement plan business development and sales operations at The Standard, outlines eight pivotal questions that can help determine the 401k plan administration challenges your clients are facing in his 401k Specialist article, “8 Questions to Ask About 401k Plan Administration” (accessed Sept. 21, 2016).