Blog 3 Columns - Masonry

A recent article listed the biggest reasons that advisors cite for why they have implemented newsletter marketing campaigns via email. Lets take a look at several of the key points: Cheap...

Great Variety of Investment Options that 403(b) Plans Bring to the Table

Daniel Satchkov

13 Dec 2018

Based on the Investment Company Institute and BrightScope data, an average large 403(b) plan provided 27 core options. It’s implied that recognizing the importance of plan design and features that...

Important Lessons on 401k Contributions

Daniel Satchkov

12 Dec 2018

In a recent video from 401kTV, we heard from Colleen Anderson, an Analyst on the Chick-Fil-A, Inc. Retirements Benefit Team. In her interview with 401kTV, they discussed the importance of...

What are the Best Ways to Avoid a 401K Fiduciary Lawsuit?

Daniel Satchkov

12 Dec 2018

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...

New 401k Regulation to Give Participants Estimated Monthly Retirement Income on Account Statements

Daniel Satchkov

11 Dec 2018

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...

15 Useful Weekly Stats for Financial Advisors: Week of December 10, 2018

Daniel Satchkov

11 Dec 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...

When Wasteful Plan Fiduciaries Tell You That Savings You Propose Are Not “apples-to-apples”

Luke St. Angelo

10 Dec 2018

When it comes to bringing a needed change to a retirement plan, there will usually be a fair amount of push-back from the third-party administrator or a plan’s record-keeper...

5 Articles for the Financial Advisor Weekend Reading List: December 8-9, 2018

Daniel Satchkov

07 Dec 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...

Here is How 401K Advisors will Benefit from Newly Proposed DOL Rules

Daniel Satchkov

07 Dec 2018

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...

Will Open MEPs Lead to More Opportunities for Financial Advisors?

Daniel Satchkov

06 Dec 2018

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...

Overcoming Digital Marketing Barriers as a Financial Advisor

Daniel Satchkov

06 Dec 2018

According to a recent article from financial-planning.com, financial advisors are falling behind in the digital era of marketing. The key issues where advisors need to improve are original content and...

How to Find and Use the Fee Benchmark Feature of 401kFiduciaryOptimizer

Daniel Satchkov

06 Dec 2018

401kFiduciaryOptimizer has a hidden tool providing information on average advisory fee based on the plan assets and zip code of the plan the advisor is working on. It’s called Fee...

Blog 3 Columns – Masonry

4 Reasons for Financial Advisors to Implement a Newsletter Email Campaign

Great Variety of Investment Options that 403(b) Plans Bring to the Table

Important Lessons on 401k Contributions

What are the Best Ways to Avoid a 401K Fiduciary Lawsuit?

New 401k Regulation to Give Participants Estimated Monthly Retirement Income on Account Statements

15 Useful Weekly Stats for Financial Advisors: Week of December 10, 2018

When Wasteful Plan Fiduciaries Tell You That Savings You Propose Are Not “apples-to-apples”

5 Articles for the Financial Advisor Weekend Reading List: December 8-9, 2018

Here is How 401K Advisors will Benefit from Newly Proposed DOL Rules

Will Open MEPs Lead to More Opportunities for Financial Advisors?

Overcoming Digital Marketing Barriers as a Financial Advisor

How to Find and Use the Fee Benchmark Feature of 401kFiduciaryOptimizer