5 Articles for your weekend reading list: October 6-7, 2018
Here are five suggested articles to read this weekend: 1. Will Small Employers Adopt 401k Multiple Employer Plans? – President Trump’s “Executive Order (EO) on Strengthening Retirement Security in America” could...Read More
Why It’s Time to Prioritize Your Marketing Budget as Financial Advisor
It is common knowledge that to make money one needs to spend money. It is equally important to properly allocate budget funds and maximize the ROI as a financial advisor....Read More
How to Create Tremendous Savings For Plan Participants Without Reducing Your Fees
ERISA based litigation is exploding. Targets of litigation include both large and medium sized plans. Legal challenges against Anthem, Boeing, Lockheed Martin, International Paper, MassMutual & Ameriprise are only some...Read More
3(16) Fiduciary Services become more popular among Plan Sponsors
Recently, 3(16) Fiduciary Services became more popular among Plan Sponsors, who want to offload some of the work from their pension plan. In a recent conversation between Fred Barstein, founder...Read More
Your 1 minute case study on 401K Retirement Plans: Crash Testing a 401(k) Plan
In today’s 1-minute case study, we’re going to take a look at how we can “crash test” a retirement plan menu using the Portfolio Crash Test tool. Users of our...Read More
15 Weekly Stats: Week of October 1, 2018
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...Read More