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Here are the most distinctive features of the 401kFiduciaryOptimizer Performance Report: 1. You can actually track the performance history for the funds of the original 401(k) plan line-up, and compare it with the track record of the cheaper highly similar funds provided by the system: 2. You can check performance rating based on their benchmark fund history. The benchmark can be changed to any other security from the database: 3. You can take a look at the performance graphs showing the actual movement of fund assets within 1, 3, 5, or 10 year period of time:

Daniel Satchkov

24 Jul 2018

Senators reach out to FINRA to better understand SEC’s Proposal

Being a fiduciary can be a deciding factor in the minds of many people who will be looking for the financial advisor since it would a sigh of relief to know that the person who you entrust your money with will be acting responsibly to protect your interest and money. As a matter of fact, there are a lot of different size RIAs and broker-dealer firms who will continue to put together a compliance process shaped by the fiduciary rule to make themselves different from others and to appeal to people who are looking for the best advice. The best practice in line with the fiduciary rule will be an...

Alexandr Starodubtsev

24 Jul 2018

Why Having a Fiduciary Process In Place Is Important

We all have witnessed the ongoing battle in the DOL fiduciary rule process. The regulation was initially created under the Obama administration. However, in Feb. 2017, President Trump issued a memorandum that attempted to delay the rule’s implementation by 180 days. In late May 2017, newly appointed Labor Dept. Secretary Alexander Acosta confirmed that the fiduciary rule would not be delayed beyond June 9. Full implementation of all elements of the rule had been pushed back to July 1, 2019. Before that could happen – on March 15, 2018 – The Fifth Circuit Court of Appeals vacated the fiduciary rule in a 2-1 decision, saying it constituted “unreasonableness,” and that...

Daniel Satchkov

23 Jul 2018

15 Weekly Stats: Week of July 23, 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 allows our partners to provide the highest level of insurance access and support. We feature weekly update with permission: Contact information for The BluePrint Insurance Services: 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

23 Jul 2018

The Benefits of Having a Strong 401k Plan

The Plan Sponsor University (TPSU) held a Fiduciary Education Program in Denver, Colorado at the University of Denver. Among the program topics discussed during the TPSU Program was the benefit of having an executive management team understand the benefits that a strong 401k Plan can bring to the employees and the company. At the conclusion of the TPSU Program, Fred Barstein, TPSU Founder and CEO, interviewed Marty May, President and Chief Executive Officer of Solera National Bank, headquartered in Denver, Colorado. The company’s executives recognize that offering employees a good 401k plan not only prepares employees for their retirement, but it also delivers returns to the organization in the form...