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New Jersey is the latest state, along with Maryland, Connecticut, New York, Washington state, Vermont, Massachusetts, Oregon, California, and Illinois, to establish a state-run retirement savings plan for private-sector employees whose employers do not offer a retirement plan. Though there are various...

401k FiduciaryOptimizer Case Studies - 401kFO

Case Study: Setting up Account Settings for More Accurate Proposal in 401kFiduciaryOptimizer

Gennady Prokofyev

28 Feb 2019

The Ask: In order to create a nice proposal for a prospect, you need to make sure it includes all the best investment options. On the one hand, they should be good in terms of fees and performance, which might interest a...

Case Study Prospecting Using Larkspur-RiXtrema Tools

Case Study: How to Identify High Net Worth Leads in Your Area

Daniel Satchkov

27 Feb 2019

Our client has a broad list of potential prospects available to search from through our Prospects of Wealth 2.0 database, but they want to be able to narrow down this massive list into a more refined list. For example, they specifically may want to offer their services to prospects with a large amount of savings that are approaching retirement soon.

Fidelity is facing more litigation from plan participants

Daniel Satchkov

27 Feb 2019

While we’ve been talking about new lawsuits coming out every day, just yesterday InvestmentNews.com reported that Fidelity is facing more litigation from plan participants, this time for the T-Mobile 401(k) plan. The plaintiff is alleging that Fidelity was charging “secret” fees to...

Fiduciary Assets Plan Fiduciary

3 Updates on Current Fiduciary Lawsuits

Daniel Satchkov

27 Feb 2019

We often talk about living in a “fiduciary era”, and new lawsuits are still a big part of it. Plan sponsors are facing lawsuits for excessive fees, poor performing funds, and a lack of looking out for participants’ best interest. Here are...

Technical Advice

Active vs ETFs: Do active funds give you what you pay for?

Daniel Satchkov

27 Feb 2019

Most fund managers justify the higher fees associated with the fund by explaining that their skill will allow them to deliver better results than the index. We have taken a unique perspective to examine this argument. Our approach is based around our...

Blog Full With Right Sidebar

Up Next: NJ Secure Choice Savings Program

Case Study: Setting up Account Settings for More Accurate Proposal in 401kFiduciaryOptimizer

Case Study: How to Identify High Net Worth Leads in Your Area

Fidelity is facing more litigation from plan participants

3 Updates on Current Fiduciary Lawsuits

Active vs ETFs: Do active funds give you what you pay for?

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