After six years of explosive growth, the annual Excel 401(k) conference has been renamed for 2021 to better reflect the content of the sessions and the direction of the industry. Advisors working in the employer-sponsored plan space are no longer solely focusing on getting participants “to” retirement inside a 401(k) plan. They are helping participants manage student loan debt and build emergency savings, assisting with budgeting for expenses associated with life events and healthcare, and are building out their practices to accommodate management of participant assets through retirement.
Introducing Wealth@wor(k): dedicated to financial advisors who help employees achieve financial freedom.
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