Blog Medium With Both Sidebar

One of the first things to keep in mind (as they say in the legal profession) is that often the best kinds of questions to ask are ones that you already know the answer to....

Daniel Satchkov

15 May 2018

The Sooner You Know About SEC’s Newly Proposed Rule the Better

With the DOL’s Fiduciary Rule seemingly gone, what’s next on the block for fiduciary regulation? The Security and Exchange commission has been planning its own fiduciary rule and regulation rehaul as well. So now that...

Daniel Satchkov

14 May 2018

How Much Do You Really Know About Avoiding Fiduciary Liability?

If you are a plan fiduciary, then under the Employee Retirement Income Security Act of 1974 (ERISA), fiduciaries can be held personally liable for losses to a benefit plan incurred as a result of their...

Daniel Satchkov

02 May 2018

3 Must Have Tools To Grow Your 401K Business

Growing your 401(k) business is about delivering value, plain and simple. If you demonstrate unique value in your proposal by optimizing costs and benefits of a retirement plan, then you can easily justify your fees....

Daniel Satchkov

01 May 2018

What you need to know about the Lower Fee Classes Report.

Like an MRI machine for a doctor, the Low Fee Alternative report allows an advisor to diagnose problems within a plan. For example, it can identify closet index funds in a plan that is paying...