Technology so good you can taste it.
Beyond Meat has had a wild first month of public trading, rising over 500% from the IPO price before a few analysts urged caution to those expecting incredible financial results....Read More
Easy Steps for Retirement Plan Sponsors to Minimize Their Liability
In a recent article by JD Supra, we learned that being a plan sponsor is quite a difficult task, because besides setting up a plan, one needs to watch it...Read More
Prospecting Plans with the Lowest Ratings in Planisphere
The Ask: To win business, every financial advisor, should do their best to analyze nearby 401(k) plans. The key point here is benchmarking and choosing the right target plans. Our...Read More
Smoothly Changing your TPA
A TPA (Third Party Administrator) can help manage all the logistics of general retirement plan and health services, so employers can concentrate on what they do best. Changing a TPA...Read More
Managing non-standard securities in 401kFiduciaryOptimizer
The Ask: As you know, the 401kFiduciaryOptimizer, is quite a flexible tool where you can work with both audited and non-audited retirement plans. You can even run a full scale...Read More
Week of June 24, 2019
1. THE HOME STRETCH – The S&P 500 has closed at its calendar year high in the second half of the year (i.e., during the 6 months of July-December) 74%...Read More