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
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