How to Distinguish Yourself from the Competition as a Plan Advisor
Most of the advisors may do very little to distinguish themselves from the competition. By making yourself stand out from the crowd, you stand a far better chance of winning...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
What Retirement Plan Advisors Can Offer to Plan Sponsors
In recent article/vlog on 401ktv a plan sponsor discusses the importance of working with a Retirement Plan Advisor and the benefits that one can provide to plan sponsors. The article, notes that...Read More
More Lawsuits: Ripple Effects from Tibble v. Edison
Late last summer, the U.S. District Court judge in the landmark 401(k) fee case, Tibble v. Edison, brought 10 years of legal wrangling to an end when he ruled in...Read More
“Merger Helps 401k Advisors Pitch ‘Right’ Decision Makers” from 401kSpecialistMagazine
John Sullivan of the 401kSpecialist just published an article describing RiXtrema’s recent acquisition of Larkspur Data and what this means for retirement plan advisors across the country. Daniel Satchkov and...Read More
This Will Have Tremendous Implications For Your Practice
Something incredibly important just happened in the 401(k) plan sponsor space. An excessive fee lawsuit has been filed against a $9.2M plan with 114 participants. As we’ve been saying for...Read More