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After you enter your Username to log in, you will enter your password on the next page. Make your passwords as hard to guess as possible. Avoid obvious numbers, such as a birth date or an anniversary, which would be easy to guess. Never divulge your passwords to anyone, including family or friends.
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The Internal Revenue Service ("IRS") issued significant hardship relief for retirement plan participants and certain members of their families who have been affected by the Louisiana storms and flooding since mid-August.
SOS: Your clients want help with their fiduciary duties! Using the Fiduciary Support Analyzer, you can help sponsors assess their level of fiduciary knowledge and support.
On April 6th 2016, the Department of Labor released the final version of its new fiduciary rule. Broadly stated, the rule expands the circumstances under which advisors or others are considered fiduciaries as a result of investment product recommendations made to plan participants, plan sponsors and IRA investors.
New MassMutual study underscores importance of an effective value proposition for retirement plan advisors. Yet, few advisors articulate their value.
Once you’ve got hold of something, it’s hard to let it go.
Why do financial markets sometimes move up on bad news and down on good news? Why do these unanticipated fluctuations seem to bother us so much?
Owners of small businesses and professional practices can achieve greater flexibility in how they apportion contributions to employees when they participate in a profit-sharing retirement savings plan by employing a “cross-tested” design known as New Comparability.
If you’re looking to get in the door with retirement plan sponsors who don’t have a financial advisor or want a new one, the most important thing you can do is make sure you’re worth a referral from the clients you already serve.
Retirement plan advisors who want to build their practices can accomplish just that by providing superior service and asking plan sponsors for referrals and recommendations.