How 401k Advisors can Prospect for Potential Business in Less Time with Plan Screener
401kFiduciaryOptimizer is equipped with the Plan Screener, which is a powerful search engine that allows users to screen for any plans filed by the DOL through Forms 5500 that contain...Read More
Why 401k Participant Education is Vital for Plan Sponsors
A Plan Sponsor has many responsibilities. A good advisor can assist by helping the plan to reduce fees and meet fiduciary obligations. Ultimately the goal of the plan and the Plan Sponsor is to help set their employees up for a well-funded retirement
403(b) Plan Fiduciaries Take The Baton from 401K Litigation
The Story that Never Gets Old 401(k) litigation has been on going for nearly ten years and now lawyers began to vigorously extend it over to 403(b) plans. Top national educational...Read More
3 Must Have Tools To Grow Your 401K Business
Growing your 401(k) business is about delivering value, plain and simple. If you demonstrate unique value in your proposal by optimizing costs and benefits of a retirement plan, then you...Read More
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
More Lawsuits: Ripple Effects from Tibble v. Edison
Late last summer, the U.S. District Court judge in the landmark 401(k) fee case, Tibble v. Edison, brought 10 years of legal wrangling to an end when he ruled in...Read More
RiXtrema’s Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste
RiXtrema’s Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste Fiduciary best practices research took 17 days of non-stop calculation on powerful 32 CPU Core...Read More
This Will Have Tremendous Implications For Your Practice
Something incredibly important just happened in the 401(k) plan sponsor space. An excessive fee lawsuit has been filed against a $9.2M plan with 114 participants. As we’ve been saying for...Read More