Reasons Why Advisors Should be Using More 401k Fintech ToolsDaniel Satchkov20 Dec 2018 With the new millennia we crossed the point of no return where technology will be driving growth and prosperity....Read More
Why Your Business Needs to Analyze Financial Literacy TrendsDaniel Satchkov19 Dec 2018 There are some rules attached to better money control. Following the rules will lead to more stability in your...Read More
What is the Fiduciary Outlook for Financial Advisors in 2019?Daniel Satchkov17 Dec 2018While 2018 had the end of the DOL rule, it doesn’t mean that regulation for 401(k) plans and advisors has...Read More
5 Articles for the Financial Advisor Weekend Reading List: December 15-16, 2018Daniel Satchkov14 Dec 2018Here are five suggested articles for financial advisors to read this weekend: 1. Post DOL Fiduciary Rule Regulatory Challenges – The DOL...Read More
4 Reasons for Financial Advisors to Implement a Newsletter Email CampaignDaniel Satchkov13 Dec 2018A recent article listed the biggest reasons that advisors cite for why they have implemented newsletter marketing campaigns via email. Lets...Read More
Great Variety of Investment Options that 403(b) Plans Bring to the TableDaniel Satchkov13 Dec 2018Based on the Investment Company Institute and BrightScope data, an average large 403(b) plan provided 27 core options. It’s implied...Read More
Important Lessons on 401k ContributionsDaniel Satchkov12 Dec 2018In a recent video from 401kTV, we heard from Colleen Anderson, an Analyst on the Chick-Fil-A, Inc. Retirements Benefit Team....Read More
What are the Best Ways to Avoid a 401K Fiduciary Lawsuit?Daniel Satchkov12 Dec 2018There are general guidelines provided by ERISA to follow by plan fiduciaries to avoid any unpleasant surprises in their practice...Read More