Zman @FluentTech1
Active business owner Fluent Technologies advocating for safer and better retirement solutions accessible to all US citizens, farmer, peacemaker, human bhfnh1.org New Hampton NH Joined March 2015-
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I just donated to a rider in the Pan-Mass Challenge. Click here to support your rider! #PMC2024 donate.pmc.org via @PanMass
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Retirement literacy among women (and men) is woefully low: Survey ow.ly/uLJh50EcJ1i #retirement #retirementplanning @ThinkAdvisor thinkadvisor.com/2021/01/11/ret…
Make your data work for you with UtopiaAdvisor. Define, extract data, aggregate & integrate your data with a scalable, customizable, secure data platform. Learn more ow.ly/EsOQ50z6EFJ #FinTech #Fluent #dataintegration #UtopiaAdvisor
Spotlight: The value of managed accounts in 401k plans ow.ly/2P4S50E2BDm #401k #retirement @401kspecmag 401kspecialistmag.com/spotlight-the-…
5 considerations for 401k sponsors about missing participants ow.ly/moRA50DJYh7 #401k #retirement #planparticipant @401kspecmag
Benchmarking custom TDFs is not an exact science ow.ly/H5su50DJX7f #TDFs @PLANSPONSOR plansponsor.com/in-depth/bench…
A majority of advisory firms in the U.S. & Canada are looking to model portfolios to manage a greater share of discretionary assets amid an expanding array of model options, a new survey finds. ow.ly/SzrA50DHYFQ #modelportfolios #retirement @NAPA401K napa-net.org/news-info/dail…
Personal touch is the key to help participants. UtopiaAdvisor gives you the technology you need for that personal touch. ow.ly/RjnN50zVHzX #UtopiaAdvisor #Fluent #dataintegration #FinTech
A recent industry trade article questions the efficacy of saving early for retirement—and notes that there “may even be such a thing as saving too much.” ow.ly/xxN250DHYrT #retirement #autoenroll @NAPA401K napa-net.org/news-info/dail…
Personal touch is the key to help participants. UtopiaAdvisor gives you the technology you need for that personal touch. ow.ly/RjnN50zVHzX #UtopiaAdvisor #Fluent #dataintegration #FinTech
Client Onboarding: How advisers can be sure to deliver all that new partners expect. ow.ly/wChO50DDYNR #CARESAct #RFPs @PLANADVISER planadviser.com/magazine/clien…
Does financial wellness education increase retirement plan participation? ow.ly/QPvX50DDYzG #retirement #planparticipant benefitspro.com/2021/02/15/doe…
Artificial intelligence and the end of work ow.ly/Mw2Y50DD1Aq #AI #technology @Forbes forbes.com/sites/robtoews…
Personal touch is the key to help participants. UtopiaAdvisor gives you the technology you need for that personal touch. ow.ly/RjnN50zVHzX #UtopiaAdvisor #Fluent #dataintegration #FinTech
Improving how retirement income is measured ow.ly/NjeJ50DiTWN #retirement #retirementincome #practicemanagement @ASPPA asppa-net.org/news/improving…
How managed accounts might help remote workers ow.ly/wIPn50DfEVE #retirement #retirementtrends @NAPA401K napa-net.org/news-info/dail…
The Mechanics of Moving to a PEP ow.ly/AXRZ50D8PQX #PEPs #SECUREAct @PLANSPONSOR
DOL issues missing retirement plan participant guidance ow.ly/bBwR50D8Eut #DOL #retirement #planparticipant @401kspecmag 401kspecialistmag.com/dol-issues-mis…
Revenue sharing affects DC plan participant investment choices, research suggests ow.ly/p15m50D2FIF #retirement #revenuesharing @PLANSPONSOR
How COVID-19 is affecting 2021 retirement planning ow.ly/qmYe50D1yFr #retirement #retirementplanning @NAPA401K napa-net.org/news-info/dail…
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