401k Best Practices
@401kexperts
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Sharing resources, strategies, & #401kbestpractices to help you grow & protect your #401k business (#pension, #definedcontribution)
Author @sharonpiv
Joined October 2014
Toronto burger shop called Good Fortune Burger renamed its menu items to sound like office supplies, helping remote workers potentially expense meals through work accounts. The "basic steel stapler" and "braided HDMI cord” are popular.
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Does Outsourcing Impact the Need for Fiduciary Education?
plansponsor.com
While outsourcing advisers or consultants can help relieve plan sponsors’ administrative tasks, it does not absolve them of fiduciary responsibility.
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Vanguard announces fee cuts for nearly 100 funds, including ETFs with billions of dollars in assets
cnbc.com
The asset manager said this is its biggest fee cut ever and will save investors about $350 million this year.
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How AI is Assisting Advisors in Providing Estate Planning Insights
wealthmanagement.com
Estate planning isn’t just for the ultra-wealthy.
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Preparing for Next Round of SECURE 2.0 Provisions (More sweeping provisions will become active in January.) via @PLANADVISER
planadviser.com
Check out what’s next for retirement plans under SECURE 2.0, including upcoming changes and key provisions that will impact plan sponsors and participants.
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Rothification, AI Advancements Among Expected Retirement Plan Trends for 2025 (The head of institutional investor advice at Vanguard shares her predictions for retirement plan trends next year.) via @PLANSPONSOR
plansponsor.com
The head of institutional investor advice at Vanguard shares her predictions for retirement plan trends next year.
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The Ideal Welcome Email Sequence - A three-step process that delivers enough value without being over-the-top. https://t.co/nKGS9nBdsD
wealthmanagement.com
A three-step process that delivers enough value without being over-the-top.
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Building the $50 Million Team - The core four-person advisor support network. https://t.co/F7iAEy76S3
wealthmanagement.com
The core four-person advisor support network.
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Advisors debate effectiveness of referrals for growth- Why requesting referrals for business growth is "a terrible idea" via Investment News
investmentnews.com
Advisors argue that there are other means to drive growth than requesting referrals.
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Build a strong brand with consistent messaging https://t.co/ATa9mTLhmx
fa-mag.com
Repeating a message is crucial for effective communication and retention.
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What SECURE 2.0 Provisions Should Plan Sponsors Be Aware of in 2025? via @PLANSPONSOR
https://t.co/3yrOSwaYWC
plansponsor.com
Explore SECURE Act 2.0 provisions for Plan Sponsors in 2025, featuring Vanguard’s David Stinnett’s expert insights and guidance on retirement planning.
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How to keep up with changing data security rules https://t.co/w0p4RA95Ps
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Bridging the succession planning gap for business owners - Holistic advisory services like succession planning, retirement strategies and estate planning are needed now more than ever. https://t.co/DVVIJChPea
wealthmanagement.com
Holistic advisory services like succession planning, retirement strategies and estate planning are needed now more than ever.
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Holistic advisory services like succession planning, retirement strategies and estate planning are needed now more than ever. More info in this article: How Advisors Can Help Business Owners
wealthmanagement.com
Holistic advisory services like succession planning, retirement strategies and estate planning are needed now more than ever.
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Staffing an RIA to Serve Small, Midsize Plans (An adviser leverages a strong back office, technology and careful selection of providers to serve an ‘underserved’ plan market.) via @PLANADVISER
planadviser.com
An adviser leverages a strong back office, technology and careful selection of providers to serve an ‘underserved’ plan market.
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Nearly 900 Firms Register with DOL Under Amended Prohibited Transaction Rule via @PLANSPONSOR
plansponsor.com
The list, created under the DOL’s finalized amendment to PTE 84-14, is the first to self-identify managers of ERISA-covered assets.
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401(k) Participants Show Strong Interest in In-Plan Lifetime Income
401kspecialistmag.com
401(k) participants express strong interest in utilizing guaranteed lifetime income solutions, American Century’s retirement survey finds
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DOL Plans Appeal to Revive Retirement Security Rule (The Department of Labor issued notice that it will appeal two Texas federal court decisions halting its fiduciary rule regarding retirement-related advice.) (via @PLANSPONSOR) https://t.co/0itRLZXpVl
plansponsor.com
The Department of Labor issued notice that it will appeal two Texas federal court decisions halting its fiduciary rule regarding retirement-related advice.
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3 Steps for Using Data, AI to Supercharge Your Marketing (your CRM system is a goldmine, offering a window into client trends, from demographic to geographic)
wealthmanagement.com
Maintaining and getting the most out of your CRM’s data takes some effort.
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Insider Threats: Are Disgruntled Employees a Cybersecurity Risk? | PLANSPONSOR https://t.co/TBFfAXcEVM
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