Winning 401k Business Nearby with Planisphere
Luckily, Planisphere is equipped with a very handy search engine, which will provide you a lot of flexibility in your searches and prospecting.
Saturday, December 20, 2025
Blog 3 Columns – Masonry
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More Lawsuits Mean Even More Problems for Stubborn Plan Sponsors
Excessive fee lawsuits now are a common occurrence throughout the financial industry. Every week you can hear about a major university or company pension plan being sued by the participants. However, the one thing that keeps on surprising us is the stubbornness of the plan sponsors to understand during the committee meetings that their duty of loyalty is to the employees, not to the company.
Using The Client-View To Manage Portfolios In Portfolio Crash Test Pro
The new ability to add clients is most simply thought of as a way to organize your portfolios. It is for combining all of the client’s portfolios with their questionnaire...Read More
Podcast:Retirement Plans Are Wasting $12.32B in Fees: How Are Your Clients & Prospects Doing?
Summary: Massive study by Larkspur-RiXtrema uncovers deficiencies and shows opportunities. On this podcast you will find out about this historic study. We undertook first of a kind research study by...Read More
WHY SHOULD YOU BE A 3(21) OR A 3(38) FIDUCIARY?
One of the biggest incentives for plan sponsors to seek a fiduciary to assist with their retirement plan is to share the burden of providing sound advice to all participants...Read More
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
What kind of risks do you need to take when it comes to planning retirement income?
Recent research from the Deloitte Center for Financial Services focused on retirement preparedness, showing a number of practical barriers that were either preventing or discouraging people from saving for long-term...Read More