4 Reasons for Financial Advisors to Implement a Newsletter Email Campaign
A recent article listed the biggest reasons that advisors cite for why they have implemented newsletter marketing campaigns via email. Lets take a look at several of the key points: Cheap...Read More
Great Variety of Investment Options that 403(b) Plans Bring to the Table
Based on the Investment Company Institute and BrightScope data, an average large 403(b) plan provided 27 core options. It’s implied that recognizing the importance of plan design and features that...Read More
Important Lessons on 401k Contributions
In a recent video from 401kTV, we heard from Colleen Anderson, an Analyst on the Chick-Fil-A, Inc. Retirements Benefit Team. In her interview with 401kTV, they discussed the importance of...Read More
What are the Best Ways to Avoid a 401K Fiduciary Lawsuit?
There are general guidelines provided by ERISA to follow by plan fiduciaries to avoid any unpleasant surprises in their practice when working with retirement plans. To successfully avoid any litigation...Read More
New 401k Regulation to Give Participants Estimated Monthly Retirement Income on Account Statements
As reviewed by a recent article from InvestmentNews, there is even more regulation in the works for the retirement industry. New 401(k) disclosures may require many 401(k) investment providers to...Read More
15 Useful Weekly Stats for Financial Advisors: Week of December 10, 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