Case Study: Create the Ultimate Optimization Report for a Plan Sponsor
In order to create a winning proposal for a prospect, you need to make sure it includes all the best investment options. On the one hand, they should be optimized in terms of fees and performance, which might interest a plan sponsor, and finally they should correspond your provider platform requirements.
Case Study: How to Find Retirement Plans with Specific Investment Names
By showing the sponsor better performing, more efficient lineups, he has won a lot of business. But many of his wins have come from clients that were with a particular provider. So he asked us how he could target sponsors that invest through that provider with high cost?
Case Study: Here is How a Prudent Process Approach Prevails
Litigation against plan sponsors is nothing new. But in the aftermath of the financial crisis of 2007-2008, the number of excessive fee lawsuits that were brought by participants in 401(k) has increased. Tibble vs. Edison, decided in 2017, was one of the most famous cases in which the plaintiffs claimed that executives of the Edison International Inc.
Reasons Why Advisors Should be Using More 401k Fintech Tools
With the new millennia we crossed the point of no return where technology will be driving growth and prosperity. It is easy to see it happening all around us...Read More
When Wasteful Plan Fiduciaries Tell You That Savings You Propose Are Not “apples-to-apples”
When it comes to bringing a needed change to a retirement plan, there will usually be a fair amount of push-back from the third-party administrator or a plan’s record-keeper...Read More
How to Find and Use the Fee Benchmark Feature of 401kFiduciaryOptimizer
401kFiduciaryOptimizer has a hidden tool providing information on average advisory fee based on the plan assets and zip code of the plan the advisor is working on. It’s called Fee...Read More