In order to create a winning proposal for a prospect, you need to make sure it includes all the best investment options. On the one hand, they should be optimized in terms of fees and performance, which might interest a plan sponsor, and finally they should correspond your provider platform requirements.
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
New Jersey is the latest state, along with Maryland, Connecticut, New York, Washington state, Vermont, Massachusetts, Oregon, California, and Illinois, to establish a state-run retirement savings plan for private-sector employees...Read More