May 1, 2017 | 401(k), Growing Advisors Business
Advising plan sponsors and participants is a rewarding job but, in the changing qualified plan landscape, it can be increasingly difficult to win news plans. On one side, plan sponsors are feeling the heat from recent litigation focusing on fiduciary duties, fees,...
Apr 24, 2017 | Growing Advisors Business
How would you like to increase your AUM without finding new clients or adding new plans? You can dramatically increase your AUM just by helping your current participants find their accounts from previous employers and roll them into the plan. This strategy is great...
Apr 17, 2017 | Federal, Retirement Readiness
This year may be a momentous year, financially, for many Americans with possible changes to the tax code, health care, and the financial services industry some of 2017’s many wild cards. For members of our Armed Forces, 2017 brings an additional financial question and...
Apr 10, 2017 | 401(k), Retirement Readiness
Last month, the Employee Benefit Research Institute released the 2017 Retirement Confidence Survey. In its 27th year, the survey reveals interesting information about how American workers think about and plan for retirement. While much of the report is unsurprising...
Apr 5, 2017 | Fiduciary Rule, Financial Advisors
Yesterday, the Department of Labor announced a 60-day delay for the implementation of the fiduciary rule. This decision moves the implementation date from April 10 to June 9. While this is only a delay and not a repeal of the rule, the delay was the give the DOL time...
