Red Flag: Do 401k Plans Need a QDIA?
What is QDIA? Why is QDIA important? What are the characteristics of a QDIA? Does a plan have to have a QDIA? What are the requirements of the plan sponsor?...Read More
How can Plan Advisors Grow their 401(k) Practice in 2019?
With a new year, we have new challenges and ways to grow businesses. Changing political trends, regulations, and new technology could make navigating the 401(k) space challenging. However, that doesn’t...Read More
Why Your Business Needs to Analyze Financial Literacy Trends
There are some rules attached to better money control. Following the rules will lead to more stability in your clients’ lives, and eventually will affect other areas of their...Read More
Important Lessons on 401k Contributions
In a recent video from 401kTV, we heard from Colleen Anderson, an Analyst on the Chick-Fil-A, Inc. Retirements Benefit Team. In her interview with 401kTV, they discussed the importance of...Read More
What Can You Do As a Retirement Plan Advisor to Help Plan Sponsors?
According to Fidelity’s most recent plan sponsor attitude’s survey, we know that 92% of plan sponsors do use a plan advisor. It’s also been shown time after time, that having...Read More