Blog Full With Right Sidebar

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 will replace it, someday. Maybe. According to a recent article, that leaves...

Marketing Advice

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 Many email marketing platforms offer free trials and inexpensive options but will...

403(b) Plans Article Review

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 will help to attract and retain qualified workers is crucial for nonprofit...

Article Review Plan Participants Plan Sponsors

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 company contributions and early eligibility as a critical tool for the health...

Article Review Plan Fiduciary

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 and not to fall prey to any lawsuits, it is of a...

Plan Participants

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 give a “monthly estimate” for what their current retirement savings amount to....

Blog Full With Right Sidebar

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

4 Reasons for Financial Advisors to Implement a Newsletter Email Campaign

Great Variety of Investment Options that 403(b) Plans Bring to the Table

Important Lessons on 401k Contributions

What are the Best Ways to Avoid a 401K Fiduciary Lawsuit?

New 401k Regulation to Give Participants Estimated Monthly Retirement Income on Account Statements

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