Blog 3 Columns - Masonry

With the DOL’s Fiduciary Rule seemingly gone, what’s next on the block for fiduciary regulation? The Security and Exchange commission has been planning its own fiduciary rule and regulation rehaul...

How Much Do You Really Know About Avoiding Fiduciary Liability?

Daniel Satchkov

14 May 2018

If you are a plan fiduciary, then under the Employee Retirement Income Security Act of 1974 (ERISA), fiduciaries can be held personally liable for losses to a benefit plan incurred...

3 Must Have Tools To Grow Your 401K Business

Daniel Satchkov

02 May 2018

Growing your 401(k) business is about delivering value, plain and simple. If you demonstrate unique value in your proposal by optimizing costs and benefits of a retirement plan, then you...

What you need to know about the Lower Fee Classes Report.

Daniel Satchkov

01 May 2018

Like an MRI machine for a doctor, the Low Fee Alternative report allows an advisor to diagnose problems within a plan. For example, it can identify closet index funds in...

8 Mistakes Advisors Can Make When Approaching a Retirement Plan

Daniel Satchkov

18 Apr 2018

1. Not enough research. Many advisors automatically assume that financial planning expertise will translate into plan success. You need to actually learn the space and study governance best practices plus lingo...

How to Distinguish Yourself from the Competition as a Plan Advisor

Daniel Satchkov

18 Apr 2018

Most of the advisors may do very little to distinguish themselves from the competition. By making yourself stand out from the crowd, you stand a far better chance of winning...

A Must Have Checklist for Retirement Plan Advisors before an Important Meeting or Call

Daniel Satchkov

18 Apr 2018

Not preparing before a meeting or phone call can be a major mistake for Retirement Plan Advisors. Research is a key. Go online to review the company website, LinkedIn profile,...

Reasons Why Retirement Plan Advisors and Providers Need to Work Together

Daniel Satchkov

17 Apr 2018

An article from Investment News discussed the need for Retirement Plan Advisors to change their approach and the way they work with providers. The article goes on to list several...

Robo-adviser that helps find other robo-advisers?

Daniel Satchkov

10 Apr 2018

A recent Tearsheet article, mentions a new startup whose primary focus will be to help clients find digital investment products while incorporating a robo-advice model into its strategy. One of...

Grow Your Plan Sponsor Business with 401kFiduciaryOptimizer, an Innovative Retirement Plan Diagnostics Tool (Financial Advisor Magazine)

Daniel Satchkov

09 Apr 2018

RiXtrema found that plan sponsors and their advisors can save billions for the participants, Financial Advisor Magazine writes. You can unlock your share of that and grow your plan sponsor...

You Need a Process To Win More Plans

Daniel Satchkov

09 Apr 2018

Growing your 401(k) business is about delivering value, plain and simple. If you demonstrate unique value in your proposal by optimizing the costs and benefits of a retirement plan, then...

Blog 3 Columns – Masonry

The Sooner You Know About SEC’s Newly Proposed Rule the Better

How Much Do You Really Know About Avoiding Fiduciary Liability?

3 Must Have Tools To Grow Your 401K Business

What you need to know about the Lower Fee Classes Report.

8 Mistakes Advisors Can Make When Approaching a Retirement Plan

How to Distinguish Yourself from the Competition as a Plan Advisor

A Must Have Checklist for Retirement Plan Advisors before an Important Meeting or Call

Reasons Why Retirement Plan Advisors and Providers Need to Work Together

Robo-adviser that helps find other robo-advisers?

You Need a Process To Win More Plans