Case Study: Setting up Account Settings for More Accurate Proposal in 401kFiduciaryOptimizer
The Ask: In order to create a nice proposal for a prospect, you need to make sure it includes all the best investment options. On the one hand, they should...Read More
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...Read More
401kFiduciaryOptimizer Infographic
401kFiduciaryOptimizer moves the needle for advisors plan practice! Their success in getting appointments with CFOs stems from this simple fact. 401kFO uses sophisticated quant algorithms to optimizer three things that...Read More
Advisors concerned about consolidation among record keepers in the 401K business
InvestmentNews recently reported on how the consolidation of record-keepers could be a bad omen for 401(k) plans. Over the years, many record-keepers have been sold or merged together with other...Read More
Why 401k plan fee benchmarking should be important to every Plan Fiduciary
Financial Advisors and 401(k) Plan Fiduciaries have been long obligated to explain or justify their fees, based on the scope of their services, the quality and the value they deliver...Read More
Selection of 401k Advisors through quantitative and qualitative measures
Fred Barstein in his short Fred TALK video explains the best strategies for picking a good financial advisor for your 401(k) or 403(b) plan. He says that both quantitative and...Read More