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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 allows our partners to provide the highest level of insurance access and support. We feature weekly update with permission: Matt Meyer Co-Founder 424.387.4143 MMeyer@tblueprint.com Michael Robinson Co-Founder 619.404.3038 MRobinson@tblueprint.com Site: https://www.tblueprint.com

Daniel Satchkov

12 Oct 2018

5 Articles for your weekend reading list: October 13-14, 2018

Here are five suggested articles to read this weekend: 1. Multiple Employer Plan Pros and Cons: The Talk of the Town – Multiple employer plan pros and cons are the talks of the town inside the beltway. That’s because two landmark events have happened within the last month that have intensified the Multiple Employer Plan Pros and Cons conversation. (401ktv.com) 2. What’s Your 401k Plan’s Retirement Income Philosophy? – Communicating well is remarkably difficult. Anyone who has experienced miscommunication in the workplace knows it can raise stress levels, delay projects, limit innovation, and produce a variety of other unwelcome consequences. (401kspecialistmag.com) 3. The $210 Billion Risk in Your 401k – Annual defaults on loans taken against...

Daniel Satchkov

12 Oct 2018

ERISA fiduciary insurance and the importance of protecting fiduciaries from liability

ERISA (Employee Retirement Income Security Act of 1974) was designed as a set of federal laws to protect employees of private employers who provide pension, retirement, or profit-sharing plans or health insurance coverage, substantially, establishing certain minimum standards for these plans as well as granting certain rights to employees covered by those plans. In addition, ERISA authorizes a range of penalties or punishments for individuals or plans that fail to comply with those standards. ERISA also imposes certain requirements on employers that administer their pension plans. Some obligations that ERISA imposes on employers toward their employees include providing plan participants with important information about plan major features and how the...

Daniel Satchkov

11 Oct 2018

8 Tips for Financial Advisors to Enhance their Website & Convert Visitors into Clients

In the digital age personal and business websites have become as common as having printed business cards. This further poses a need for financial advisors to have a well designed website with the right set of tools and strategy. Here are some important points on how to have a solid, professional-looking web presence. 1. Blog A financial advisor should include a diverse set of blog posts and do so on a regular basis. According to a recent study, websites with a blog tend to have 434% more indexed pages and those who prioritize blogging are 13x more likely to achieve a positive ROI on their efforts. A blog should include relevant...

Daniel Satchkov

10 Oct 2018

How Can Open MEPs Help Plan Advisors to Grow Their Business?

President Trump with his Executive Order on Retirement plans expanded the horizons of better retirement to many people who before had no chance to retire comfortably and securely. It helps to close the gap between many employees working for small companies which do not have the ability to set up an internal retirement plan for their workforce. The mechanics of this new process allow a group of small firms to participate in the Multiple Employer Plan (MEP) to offer the opportunity for employees to save portions of the paycheck on their retirement accounts. Also, “MEPs have a structural advantage over other forms of retirement programs—they allow employers to be relieved...