Your 1 minute case study on 401K Retirement Plans: A Rollover to an IRA AccountDaniel Satchkov20 Aug 2018Regardless if your clients are plan sponsors or individuals who invest in their retirement accounts, as the advisor you can...Read More
Staying Committed to the DOL Fiduciary RuleDaniel Satchkov20 Aug 2018The fiduciary rule we all hear about reminds me of a roller coaster ride: first it seemed imminent after the...Read More
15 Weekly Stats: Week of August 20, 2018Daniel Satchkov20 Aug 2018Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...Read More
Why 401k Advisors need to embrace digital communication to appeal to clientsDaniel Satchkov17 Aug 2018A recent article in the 401kspecialistmag focused on the importance of modern day methods of communication which need to be...Read More
5 Articles for your weekend reading list: August 18-19, 2018Daniel Satchkov16 Aug 2018Here are five suggested articles to read this weekend: 1. 401k Advisors Who Ignore Financial Wellness Risk Losing Business – 401k...Read More
Article Review: Rules Every Professional Fiduciary Must FollowDaniel Satchkov16 Aug 2018Being a fiduciary can be a deciding factor in the minds of many people who will be looking for the...Read More
Selection of 401k Advisors through quantitative and qualitative measuresDaniel Satchkov16 Aug 2018Fred Barstein in his short Fred TALK video explains the best strategies for picking a good financial advisor for your...Read More
What is the current biggest worry for Plan Sponsors?Daniel Satchkov15 Aug 2018With Fidelity’s newest Plan Sponsor Attitudes survey released, we have a lot of great new data to take a look...Read More