What 401k Plan Sponsors Need to Know About the Investment Policy Statement
An Investment Policy Statement is a document signed between a portfolio manager and a client that describes general rules, restrictions, and investment structures for the management.
Does your Retirement Plan have Automatic Enrollment?
According to a recent study “Automatic enrollment: The Power of the Default” by Jeffrey W. Clark and Jean A. Young from Vanguard, automatic enrollment not only triples the participation rate of new workers but also causes a significant proportion to raise their deferral rates over time.
Crypto Awareness: The Road Is Winding, But The Wind Is High
According to CoinMarketCap, as of early August, crypto-assets were worth more than $1.66 trillion, 80 alt coins worth at least $1 billion.
Quick User Guide – CoinOptimizer
According to coinmarketcap.com, as of April 2021, there were more than 9,000 cryptocurrencies that facilitate peer-to-peer transfers of data and value. Where does this leave the individual who believes in the future of these crypto-assets but can’t figure out how to invest in them?
Quick User Guide – RegBI Optimizer
Choose Recommendation wizard option and it takes you tothe process. Choose the client you do a rollover recommendation for.If you create a new client n this step the...Read More
Quick User Guide – Prospects of Wealth
Find a prospect in your area using our search tool Search by a zip code in your area. You can also put in some radius.Choose the source: Executives (the database...Read More
The Pandemic and Participants
«Most Americans (69%) describe themselves as proactive or planners—and 64% either have a plan or have thought in detail about how to afford their desired lifestyle in retirement».
Quick User Guide – 401kFO Steps
Edit Your Settings Step 1. Select the Person Icon in the top Right Step 2. Edit you company details Step 3. Edit your Optimization settings Add...Read More
How to Assess Risk When Investing in Crypto – Use Coinoptimiser
According to coinmarketcap.com, as of April 2021, there were more than 9,000 cryptocurrencies that facilitate peer-to-peer transfers of data and value. Where does this leave the individual who believes in...Read More
RiXtrema Responds to Riskalyze: Conclusive Proof
More on Riskalyze interest rate stress tests & ‘wildly inaccurate’ predictions? Yesterday, Riskalyze published some attacks on methodologies of their competitors, specifically RiXtrema and Hidden Levers. The day of...Read More