401(k) Specialist Issue 2 - 2019 - 3

CONTENT
38
Columns
18 401(k) Advisor Voice
Three leadership qualities are essential
for 401(k) advisor success, something elite
advisor Jeff Cullen of Strategic Retirement
Partners details with the help of Rekon Intelligence's
Ross Marino.
25 401(k) Investment Insight
Everyone hates " leakage. " The term itself
has no known positive connotations, and if
you are experiencing it, you always want to
stop it-be it from a water pipe, a diaper or a
401(k) plan. How does auto-portability help?
Managing Editor Brian Anderson clues us in.
12
VOLUME 5 - ISSUE 2 2019
Features
12 401(k) BEST PRACTICES: Fred Knows Fiduciary-Famed ERISA Expert
Fred Reish on What the Latest SEC and DOL Rumblings Mean for Advisors
Show of hands-does any advisor feel they have a good grasp of what's happening on the fiduciary
front? Fred Reish is about as close as anyone can get to someone " in the know. " Here's
what he has to say about the latest developments.
20 401(k) INVESTMENTS: The NeverEnding Story-Reg BI and the Latest
Fiduciary Folly
In a companion piece to the Reish cover story, we note the DOL's fiduciary rule died on the
vine, giving way to the SEC's Reg BI. We examine how we got here, what's proposed and
how it all affects 401(k) advisors.
26 401(k) TOP ADVISORS BY PARTICIPANT OUTCOMES: More (Really!) Great Stories
Our profiles and nominees for our '2019 Top Advisor by Participant Outcomes' recognition
program are making an impact on the clients and communities (and retirement) with
whom they work. Here's how.
32 401(k) AND HSA: How 401(k) Advisors Step Up Their HSA Game
While everyone waits to see if Congress will boost contribution limits, 401(k) advisors still
have an opportunity to educate plan sponsors and participants about the retirement savings
potential of these triple-tax-advantaged gems.
Vol. 5, No. 2 ©2019 by 401K Properties, LLC (ISSN: 2379-6405). All rights reserved. 401(k) Specialist is published
quarterly for a total of 4 issues per year, by 401K Properties, LLC, 6334 S. Racine Cir., Suite 200, Centennial, CO 80111.
POSTMASTER: Send address changes to 401K Properties, LLC, 6334 S. Racine Cir., Suite 200, Centennial, CO 80111.
Reproduction or reuse of any part of the work is strictly forbidden without written permission of the publisher.
30 401(k) Client Connection
Questions, questions, questions-when
should you insource, partner or delegate
your 401(k)-marketing effort? 401(k) Marketing
CMO Rebecca Hourihan explains.
36 401(k) Provider Perspective
Concerns are rising over a lack of 401(k)
cybersecurity (gee, ya think?). One of the
most remarkable findings of Callan's 2019
Defined Contribution Trends report is that
cybersecurity is not a top priority for many
plan sponsors. Millennium Trust's Terry
Dunne weighs in.
42 401(k) Target Date Techniques
What will the next level (evolution, step) in
the target date space look like? Northern
Trust Asset Management's Michael Hunstad
shares a few 'factors.'
44 401(k) Street Smarts
Syndicated financial columnist, talk show
host and popular platform speaker Steve Savant
has some strong words about retirement
inequality. You'll like what he has to say.
Departments
4 Editor's letter
5 401(k) News You Can Use
10 401(k) Fiduciary File
38 401(k) Product Watch
ISSUE 2 2019 | 401kSpecialist.com
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401(k) Specialist Issue 2 - 2019

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