You may want to consider removing revenue-sharing plans from the investment menu, as they actually increase your spending and lower income.
Emergency savings accounts are expected to boost plan sponsors’ retirement plans. A number of major record keepers are counting on this new feature to help ease the economic uncertainty faced by employees.
Having to manage several retirement plans at once is a challenging task at the best of times. Add to that 2020, a year that saw a pandemic threaten retirement plans nationwide, and the task becomes that much more difficult.
Do you know that more than one-in-five participants have no interactions with their plan providers throughout a year? Based on the report published by J.D. Power, there are 29% of the plan participants who unaware of the access to professional financial advice related to their
They’re more than just those silly Disney character quizzes that kids take to procrastinate. The rapid adoption of quiz funnels is just one more example of how if you’re not innovating and experimenting with new marketing methods, then you’re falling behind. This article is just the quick
Fidelity is a Frequent 401(k) Lawsuit DefendantOracle's $12 million-mistakeMarket corrections are marketing opportunitiesKey Takeaways RiXtrema's 401k Fiduciary Optimizer was created to help Financial Advisors inform plan sponsors of hidden flaws. Don't think for a second that plan sponsors are flawlessly monitoring their 401(k) plans, and this
The Ask: To be a good fiduciary, you need to be well aware of the plan holdings and how they changed, what factors were taken into consideration, and what can be done to improve the plan. In other words, you need to check their past year
The fiduciary rule was initially supposed to be implemented on April 10, 2017 with a phasing-in period until January 1, 2018. Meanwhile, after the President Trump took office, he requested the rule to be reviewed. Then the implementation was pushed back to July 2019.
Our client is able to review and analyze virtually every defined contribution plan in the country using the Larkspur Executive. They specialize in acting as a fiduciary to the plan and helping plan sponsors to avoid fiduciary liability themselves. When hunting for new prospects they
Our client specializes in cutting out excess fees in retirement plans, so their ideal prospect is one that is paying too much for their current plan. They need to be able to easily identify plans that are paying a high cost for their size, so