The One Thing You Must Do As a Retirement Plan Advisor
If you’re managing one or even several 401(k) retirement plans, it’s important to know what services plan sponsors really want and expect you to provide. Providing desired services obviously helps...Read More
Video: Relate To Your Client’s Dreams and Fears as a Retirement Plan Advisor
Risk and Retirement Goals In Your Proposal Every tool you use must help in answering the ‘so-what’ question for your clients. Clients want to understand their investments and the risks...Read More
Q&A: 403(b) Plans and Puerto Rico
Q. Our current pre-approved 403(b) plan does not exclude residents of Puerto Rico, but our PPA defined contribution plan does. Does the Puerto Rican tax code provide for 403(b) plans?...Read More
How to Enhance Your 401(K) Plan Practice as a Retirement Plan Advisor
There are a few keys to enhance/optimize your 401k practice. Today we will take a look at four components that will streamline your business towards success if utilized correctly. Consistency...Read More
4 Benefits of 401kFiduciaryOptimizer & How it will Help You with Plan Sponsors
The thing that most financial advisors struggle with is differentiating themselves from the competition. The analysis provided by the 401k Fiduciary Optimizer is uniquely compelling and really sets you apart...Read More
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