When Wasteful Plan Fiduciaries Tell You That Savings You Propose Are Not “apples-to-apples”
When it comes to bringing a needed change to a retirement plan, there will usually be a fair amount of push-back from the third-party administrator or a plan’s record-keeper...Read More
5 Articles for the Financial Advisor Weekend Reading List: December 8-9, 2018
Here are five suggested articles for financial advisors to read this weekend: 1. The Latest In Financial Advisor #FinTech (December 2018) – Welcome to the December 2018 issue of the Latest News in...Read More
Here is How 401K Advisors will Benefit from Newly Proposed DOL Rules
Advisors could benefit from the proposed MEP regulations by being able to aggregate new and existing clients in the same geographic area into one common 401(k) plan. In October the...Read More
Will Open MEPs Lead to More Opportunities for Financial Advisors?
President Trump with his Executive Order on Retirement plans expanded the horizons of better retirement to many people who before had no chance to retire comfortably and securely. It helps...Read More
Overcoming Digital Marketing Barriers as a Financial Advisor
According to a recent article from financial-planning.com, financial advisors are falling behind in the digital era of marketing. The key issues where advisors need to improve are original content and...Read More
How to Find and Use the Fee Benchmark Feature of 401kFiduciaryOptimizer
401kFiduciaryOptimizer has a hidden tool providing information on average advisory fee based on the plan assets and zip code of the plan the advisor is working on. It’s called Fee...Read More