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...Read More
Some Exciting News To Share: 401kFiduciaryOptimizer Is Selected For Fiduciary Certification by CEFEX
401kFiduciaryOptimizer has only been around for 3 months and is already making major waves in the industry. Dozens of advisory firms are using it to take their fiduciary practice to...Read More