401k Best Practices @401kexperts
Sharing resources, strategies, & #401kbestpractices to help you grow & protect your #401k business (#pension, #definedcontribution) 401kbestpractices.com Author @sharonpiv Joined October 2014-
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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.
Does Outsourcing Impact the Need for Fiduciary Education? plansponsor.com/does-outsourci…
Vanguard announces fee cuts for nearly 100 funds, including ETFs with billions of dollars in assets cnb.cx/42GRdKd
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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/secure-2-0-wha…
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The Ideal Welcome Email Sequence - A three-step process that delivers enough value without being over-the-top. wealthmanagement.com/marketing/idea…
Building the $50 Million Team - The core four-person advisor support network. wealthmanagement.com/business-plann…
Advisors debate effectiveness of referrals for growth- Why requesting referrals for business growth is "a terrible idea" via Investment News investmentnews.com/practice-manag…
Build a strong brand with consistent messaging fa-mag.com/news/building-…
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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/client-relatio…
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/staffing-ria-s…
Nearly 900 Firms Register with DOL Under Amended Prohibited Transaction Rule via @PLANSPONSOR plansponsor.com/nearly-900-fir…
401(k) Participants Show Strong Interest in In-Plan Lifetime Income 401kspecialistmag.com/401k-participa…
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) plansponsor.com/dol-plans-appe…
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