Here are five suggested articles for financial advisors to read this weekend: 1. Eight Reasons a Financial Crisis is Coming – It's been about 10 years since the last financial crisis. FocusEconomics wants to know if another one is due. (moneymaven.io) 2. ‘Professional Fiduciary’ Indicted for Fraud, Embezzlement – Alleged husband and wife
In 401kSpecialistMag’s recent interview of Heffernan Financial Services’ Blake Thibault, we heard about the importance of 401k financial literacy for somebody’s financial wellness. How can somebody be financially well if they don’t understand many basic principles of financial literacy? The answer is that it’s pretty
According to Fidelity's most recent plan sponsor attitude's survey, we know that 92% of plan sponsors do use a plan advisor. It's also been shown time after time, that having a financial advisor on the plan is a great benefit to sponsors and participants alike.
Come meet us at this year's Excel 401(K) The Advisors' Conference, where we will be showcasing our recently released Larkspur Executive tool along with other advisor tools we have to offer. When? October 28th - 30th, 2018 Where? Caesars Palace, Las Vegas|Exhibit Hall: Milano| Table 6A. For a full
On Monday, Department of Labor proposed a new rule to allow small businesses to pool together to offer workers retirement plans. This can be seen as direct response to the executive order signed by President Trump on August 31st. Here is what experts had to
Advisors who work with plan sponsors should always be focused on creating value when designing a retirement plan to benefit plan participants. The greatest benefit of having a retirement plan is the opportunity to save money and then use it to retire comfortably. In that
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
Competition is getting ever tighter for financial advisors in the retirement plan space. With so much at stake, you cannot afford to use the same data and tools as everyone else. Your process is unique and you need unique tools to reflect that. As announced
It seems a recurring theme in the 401k industry is the problem of younger generations not investing as much as they should. Plenty of studies have published reasons why, and they all seem to come back to the same answer. 401kSpeciailstMag cites a recent Navient
Plan Monitor, which is part of the 401k Fiduciary Optimizer, would provide the advisor with the dashboard to keep track of the health of their existing clients’ retirement plans by notifying them if any immediate action is necessary to avoid a fiduciary breach. It provides