Looking for opportunities to create best proposals for your prospect may be tough in terms of pricing, and many people are interested if there is a way to look for other advisors’ fees in their area.
The Ask It’s practically the norm for the fees on many 401(k) plans to be anything but straightforward. Indirect compensation and revenue sharing are some of the biggest culprits in this. So, when making any kind of proposal to a new prospect, it can be exceedingly
In 2019 with the DOL’s fiduciary rule in the ground, individual states are starting to pick up the mantle. Is this ongoing trend a positive or a negative one? Here are a few ideas for you to consider first: PRO Small scale testing Looking back at the old
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
“Auto-enrollment revolution” in retirement plans is considered one of the most important innovations in investing and savings. It’s already recognized by many behavioral economists and experts, such as Richard Thaler, Shlomo Benartze, as an option that will lead to better overall outcomes , and a
I agree with Ted Godbout in his argument that new technology is bound to change the landscape of the retirement system. It is very clear that following the new tech trend is the game to be in. The early adopters of it create a solid
“To begin with," said the Cat, "a dog's not mad. You grant that?" "I suppose so," said Alice "Well, then," the Cat went on, "you see a dog growls when it's angry, and wags its tail when it's pleased. Now I growl when I'm pleased, and wag
The Ask: One of our adviser clients asked if he can compare an annuity to an alternative investment portfolio? An annuity is an investment vehicle for retirement that has guaranteed income feature which makes it so attractive to investors looking to put together a financial strategy to
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
As an ERISA fiduciary, you must continuously monitor your plans. This was affirmed in a major 401k lawsuit, Tibble vs Edison. When defendants in that case argued that they need 2-5 months to fix problems with the plan, judge told them they should've acted immediately.