Blog 3 Columns

There are some rules attached to better money control. Following the rules will lead to more stability in your clients’ lives, and eventually will affect other areas of their...

What is the Fiduciary Outlook for Financial Advisors in 2019?

Daniel Satchkov

17 Dec 2018

While 2018 had the end of the DOL rule, it doesn’t mean that regulation for 401(k) plans and advisors has gone away. With the SEC’s rule incoming in 2019, and...

5 Articles for the Financial Advisor Weekend Reading List: December 15-16, 2018

Daniel Satchkov

14 Dec 2018

Here are five suggested articles for financial advisors to read this weekend: 1. Post DOL Fiduciary Rule Regulatory Challenges – The DOL Fiduciary Rule is dead. All we know is that something...

4 Reasons for Financial Advisors to Implement a Newsletter Email Campaign

Daniel Satchkov

13 Dec 2018

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...