4 steps to make your firm stand out from the competition

Comparing a taxi company to a financial services firm might seem a strange way to illustrate excellence, but customer service is everything, even in the retirement biz, and these lessons from a keynote are worth a try.

By Caroline Marwitz | March 21, 2017 at 07:48 AM

Can you say why your firm is better than the competition? 70percent of financial services teams can’t.

Kicking off a full day at NAPA 401(k) Summit, Scott McKain ofthe Distinction Institute told retirement advisors that the only way tocompete, both with other firms and with technology, is to offer adistinctive customer experience.

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Reflecting on Two Decades of Managed Accounts: Trends, Insights and Future Vision

Edelman Financial Engines' new report features data and insights gained from 20 years of helping employees save for retirement through its industry-leading managed account program, exploring historical managed account member characteristics, noteworthy behavioral trends, and tendencies related to their investments.

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4 steps to make your firm stand out from the competition

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1 Here's what self-funded health plans pay indie carriers for administration

2 Pennsylvania governor signs pharmacy benefit manager bill

3 DOL's new fiduciary rule on hold, as judge grants insurer groups' request for injunction

4 House Republican proposes making PBMs fiduciaries

5 Medical stop-loss premiums rise 11.5% for self-funded plans

Fiduciary advice cuts 401(k) plan costs for small businesses: Study

Retirement is delayed, altered or cancelled for nearly half of Americans: Nationwide

As Gen X turns 60, this generation doubts their retirement readiness

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1 Here's what self-funded health plans pay indie carriers for administration

2 Pennsylvania governor signs pharmacy benefit manager bill

3 DOL's new fiduciary rule on hold, as judge grants insurer groups' request for injunction

4 House Republican proposes making PBMs fiduciaries

5 Medical stop-loss premiums rise 11.5% for self-funded plans

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