How to Become an Expert on 404c Safe Harbor For Your Plan Sponsor Clients
Do You Really Qualify For 404(c) Safe Harbor From Liability? Summary: Under ERISA plan sponsors or advisors who exercise discretionary authority are fiduciaries with significant liability in case of fiduciary duty...Read More
Telling Your Clients Why It Is Never a Good Idea to Withdraw from a 401(k) Plan Early
Financial experts generally advise against borrowing from – and especially withdrawing early – from retirement accounts. And for a good reason. The retirement account is a special financial vehicle designed...Read More
5 Articles for your weekend reading list: August 25-26, 2018
Here are five suggested articles to read this weekend: 1. More Young Participants Committing 401k Faux Pas – Early withdrawals from 401ks and other retirement accounts are on the rise among younger...Read More
Your 1 Minute Case Study On 401K Retirement Plans: Ultimate Plan Optimization
This week’s case study will focus on plan optimization from the 401kFiduciaryOptimizer database. As to be expected, northwestern parts of US which have a predominantly mountainous terrain and subsequently low...Read More
Analyzing the Do’s and Dont’s of Twitter Marketing for Financial Advisors
An article from The DigitalFA on the 43 Twitter Tips and Treats for Financial Advisors, provides excellent advice for financial advisors who are using Twitter to grow their business or...Read More
How millennials are under-investing in their retirement accounts
Lots of outlets have been reporting on how Millennials are under-investing in their retirement accounts and instead sticking with cash or just a regular bank savings account with little to...Read More