Funding a 401(k) Vs. IRA: Which is More Preferable?
Choosing the right strategy for retirement savings is a challenge. Jamie Hopkins, the Director of Retirement Research at Carson Wealth, provides a clear cut comparison of the two most popular...Read More
Compare Your Fees to Other Advisors in Your Area Using Fee Benchmark Hidden Tool
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.
State and Local Government Employees Approve of Auto-Enrollment
“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,...Read More
Case Study: Diversifying 401(k) Plans as a Great Prospecting Opportunity
The Ask: Creating a great proposal that will increase interest from your prospects should be ideal not only in terms of cost-efficiency but also in terms of diversification. While cost-efficiency...Read More
Main Reasons for 401(k) Advisors to Collaborate with Benefits Brokers
Benefits brokers’ responsibilities are very similar to those of retirement plan advisors; they are responsible for supervising any issues related to medical and insurance benefits, and, among other things, can...Read More
Case Study: Setting up Account Settings for More Accurate Proposal in 401kFiduciaryOptimizer
The Ask: In order to create a nice proposal for a prospect, you need to make sure it includes all the best investment options. On the one hand, they should...Read More