Here are five suggested articles to read this weekend: 1. Why Partnering With an IRA Rollover Provider is Right for 401k Advisors – Year-end planning for business owners takes on many forms. For those that sponsor 401k plans, it should include a review of the company plan and
Within the course of the past few years from time to time we would hear about a case where a university, a hospital or a firm would be taken to court to dispute the retirement benefits offered to participants by the establishment. However, when the
In a recent plan participant survey by OneAmerica, the results are clear that many participants are having financial stress, and not all of it has to do with saving for retirement. In fact, the survey shows that there is a direct correlation between the age
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides an operational insurance platform that allows our partners to provide the highest level of insurance
Crash Rating is a number used to measure the risk of a portfolio. It is a representation of the loss a portfolio may incur during our worst stress-testing scenarios. Here are 5 things that you need to know about the Crash Rating in Portfolio Crash Testing: 1. A
Do You Really Qualify For 404(c) Safe Harbor From Liability? Summary: Under ERISA plan sponsors or advisors who exercise discretionary authority are fiduciaries with significant liability in case of fiduciary duty violation. Section 404(c) provides safe harbor protection fiduciaries in case plan participants experience investment losses. How
Here are five suggested articles to read this weekend: 1. STOP Being a Monday Morning 401k Quarterback – It’s easy to walk into a prospect meeting, look at the 401k plan playback information, and talk about investments underperformance, plan design fumbles and retirement replacement ratio spreads. (401kspecialistmag.com) 2. Best Interest and Best
Here is why IRAFiduciaryOptimizer is the ultimate tool for documenting every part of your best-interest practice: Create a comprehensive best interest report that will analyze investment fees, plan fees, advisory fees, benchmarking, and more! Be Confident About Your Best Interest Reporting: The only software that went
Here are a few quick facts on how Larkpur-Rixtrema tools will help you become a better fiduciary because: 1. Larkspur-RiXtrema tools will help you get a better understanding of the current 401(k) plan provided by the employer. 2. With the help of 401kFiduciaryOptimizer you’ll be able to
Over the years we have developed an extensive database of 401K plan menus and the contact information for executives that work at the plan sponsor. By combining this information with our Portfolio Crash Testing (PCT) tool, you have a powerful prospecting platform that gives you