A List of Issues Found in 403b Plans
SOURCE Compiled from lists published by the IRS, DOL and Auditors, here are 10 items to check and review to make sure your 403b plan is operating in line with...Read More
8 Mistakes Advisors Can Make When Approaching a Retirement Plan
1. Not enough research. Many advisors automatically assume that financial planning expertise will translate into plan success. You need to actually learn the space and study governance best practices plus lingo...Read More
Reasons Why Retirement Plan Advisors and Providers Need to Work Together
An article from Investment News discussed the need for Retirement Plan Advisors to change their approach and the way they work with providers. The article goes on to list several...Read More
Grow Your Plan Sponsor Business with 401kFiduciaryOptimizer, an Innovative Retirement Plan Diagnostics Tool (Financial Advisor Magazine)
RiXtrema found that plan sponsors and their advisors can save billions for the participants, Financial Advisor Magazine writes. You can unlock your share of that and grow your plan sponsor...Read More
RiXtrema’s Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste
RiXtrema’s Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste Fiduciary best practices research took 17 days of non-stop calculation on powerful 32 CPU Core...Read More
Skip Schweiss on New Horizons Opening in front of RIAs
For those of you who missed, some tremendously insightful comments from Skip Schweiss at TD Ameritrade as to potential sources of revenue growth for advisors. Enjoy: http://www.financial-planning.com/news/td-ameritrade-why-rias-are-missing-a-5-trillion-market-and-what-they-can-do-about-it