Fiduciary Hope: A Look into the Future of the Fiduciary Standard
Phyllis Borzi is the former Assistant Secretary for Employee Benefits Security of the United States Department of Labor. As the official in charge of the Employee Benefits Security Administration in...Read More
15 Weekly Stats: Week of September 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
What the Trump Executive Order on Retirement Means for Advisors and Plan Sponsors
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 to close the gap between many employees working for small companies which do not have the ability to set up an internal retirement plan for their workforce.
5 Articles for your weekend reading list: September 8-9, 2018
Here are five suggested articles to read this weekend: 1. What are Unitized Model Portfolios and Why Should 401k Advisors Care? – Unitized model portfolios are getting an increased amount of attention from...Read More
Advisors concerned about consolidation among record keepers in the 401K business
InvestmentNews recently reported on how the consolidation of record-keepers could be a bad omen for 401(k) plans. Over the years, many record-keepers have been sold or merged together with other...Read More
Telling Your Clients Why It Is Never a Good Idea to Withdraw from a 401(k) Plan Early
Financial experts generally advise against borrowing from – and especially withdrawing early – from retirement accounts. And for a good reason. The retirement account is a special financial vehicle designed...Read More