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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...

Daniel Satchkov

11 Dec 2018

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

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...

Daniel Satchkov

11 Dec 2018

15 Useful Weekly Stats for Financial Advisors: Week of December 10, 2018

Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides an operational insurance platform that...

Luke St. Angelo

10 Dec 2018

When Wasteful Plan Fiduciaries Tell You That Savings You Propose Are Not “apples-to-apples”

When it comes to bringing a needed change to a retirement plan, there will usually be a fair amount of push-back from the third-party administrator or a plan’s record-keeper or current plan fiduciaries. Advisors...

Daniel Satchkov

07 Dec 2018

5 Articles for the Financial Advisor Weekend Reading List: December 8-9, 2018

Here are five suggested articles for financial advisors to read this weekend: 1. The Latest In Financial Advisor #FinTech (December 2018) – Welcome to the December 2018 issue of the Latest News in Financial Advisor #FinTech – where...

Daniel Satchkov

07 Dec 2018

Here is How 401K Advisors will Benefit from Newly Proposed DOL Rules

Advisors could benefit from the proposed MEP regulations by being able to aggregate new and existing clients in the same geographic area into one common 401(k) plan. In October the DOL expanded the rules under...

Blog Medium With Both Sidebar

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

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

15 Useful Weekly Stats for Financial Advisors: Week of December 10, 2018

When Wasteful Plan Fiduciaries Tell You That Savings You Propose Are Not “apples-to-apples”

5 Articles for the Financial Advisor Weekend Reading List: December 8-9, 2018

Here is How 401K Advisors will Benefit from Newly Proposed DOL Rules

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