Blog 2 Columns - Masonry

When people are marketing online, those trust-building factors are entirely absent. Not only that, but prospects tend to be more cautious online, in order to avoid being scammed or hacked. So, from the outset, online marketing is an uphill struggle.

What 401k Plan Sponsors Need to Know About the Investment Policy Statement

Gennady Prokofyev

13 Sep 2021

An Investment Policy Statement is a document signed between a portfolio manager and a client that describes general rules, restrictions, and investment structures for the management.

Introduction: Why MEPs and PEPs are the Plan of the Moment

Alexandr Starodubtsev

03 Sep 2021

Do you know that only 53 percent of employees at small businesses have retirement planning options? Now, if we consider the fact that there are 5 million to 6 million companies in the U.S. and just 650,000 defined contribution plans, it becomes obvious that saving for retirement is a big issue in America that needs to be resolved.

Does your Retirement Plan have Automatic Enrollment?

Tatiana Novosiltseva

31 Aug 2021

According to a recent study “Automatic enrollment: The Power of the Default” by Jeffrey W. Clark and Jean A. Young from Vanguard, automatic enrollment not only triples the participation rate of new workers but also causes a significant proportion to raise their deferral rates over time.

The New SEC Enforcement Director: Gurbir Grewal

Jack Block

26 Aug 2021

Within a month of Gurbir Grewal stepping into his new role as the SEC enforcement director, he has already begun to ruffle a few feathers – by fining 27 firms for failing to file the Customer Relationship Summary (CRS) with the SEC. The CRS was put into place a year prior to Grewal’s instatement this July.

New SEC Enforcement Chief to Bring Wider Net to the Reg BI Rule

Gennady Prokofyev

23 Aug 2021

The existing Reg BI rule is not yet a fiduciary standard, but SEC enforcers still refer to it when investigating potential violations in regards to fiduciary activities and relations between clients and advisors.

Good News For Ordinary Americans- An Increase In Retirement Savings

Daniel Harvey

19 Aug 2021

Hot on the heels of the SECURE Act 2.0, legislation has been reintroduced, as a bill, to help lower and middle income families to save for retirement.

Cybersecurity Regulations

Tatiana Kovaleva

17 Aug 2021

Retirement is an industry plagued with cybersecurity breaches. Everyone from recordkeepers to advisors are affected.

Crypto Awareness: The Road Is Winding, But The Wind Is High

German Lee

13 Aug 2021

According to CoinMarketCap, as of early August, crypto-assets were worth more than $1.66 trillion, 80 alt coins worth at least $1 billion.

Retirement: The Ultimate Bipartisan Issue

Daniel Harvey

11 Aug 2021

Arriving back on the blue planet, Jeff Bezos lamented that there were too many vilifiers and not enough unifiers. Amongst the unifiers, apparently in such short supply, is the fact that we all grow old, and need to retire.This is perhaps why transitioning out of the workforce is one of those rare things in US politics, a bipartisan issue. Divided as they might seem, you’d be hard pressed to find a member of the house or senate, who’s not concerned with just how few Americans are prepared for retirement.

A little Bitcoin in your 401(k)? The DOL Isn’t So Sure

Daniel Harvey

09 Aug 2021

It should come as no surprise to anyone familiar with crypto that the government has, at best, been skeptical about digital currency and its benefit to ordinary Americans.More recently, the DOL has expressed concern that cryptocurrencies are to be added to so-called alt-401(k)s.

Blog 2 Columns – Masonry

Best Ways To Approach Your Prospect Online

What 401k Plan Sponsors Need to Know About the Investment Policy Statement

Introduction: Why MEPs and PEPs are the Plan of the Moment

Does your Retirement Plan have Automatic Enrollment?

The New SEC Enforcement Director: Gurbir Grewal

New SEC Enforcement Chief to Bring Wider Net to the Reg BI Rule

Good News For Ordinary Americans- An Increase In Retirement Savings

Cybersecurity Regulations

Crypto Awareness: The Road Is Winding, But The Wind Is High

Retirement: The Ultimate Bipartisan Issue

A little Bitcoin in your 401(k)? The DOL Isn’t So Sure

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