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
Tuesday, December 16, 2025
Blog 3 Columns
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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
Senators Intend to Create a Federal Retirement Commission
As reported by the National Tax Deferred Savings Association, bipartisan legislation is creating a new federal commission that’s going to deal with studying and the recommendation of ways to...Read More
Week of June 17, 2019
#6. – The 18-month recession that the United States experienced between December 2007 and June 2009 wiped out more than $7 trillion of real estate assets and stock portfolios. At the...Read More
What will new stipulations for CFPs mean for fiduciaries?
With all of the ongoing regulation by the SEC and DOL, it’s about time more parties join the ring. As reported recently by InvestmentNews, the CFP board will now be...Read More