Skip to content

Archive for

30
May

July Business Services POP (Power of Process)!! | PODCAST

See on Scoop.itThe 401k Study Group ®

Join me as I chat with Eddie Griffin, AIF about July Business Services and how Advisors should POP! to succes in the qualified plan space. Eddie is the NE Regional Consultant for July Business Services and a long time supporter of The 401k Study Group®. July Business Services is a national retirement plan services firm providing independent, high quality services and solutions to investment advisors, employers, and plan participants. Our strength derives from many years of hands-on experience and from our customer-first approach to helping our clients meet their goals. We believe that through the basics of honesty, loyalty, integrity, and the building-up of others, we will create long-term partnerships.

See on www.blogtalkradio.com

30
May

Paying Their Own Way – DC Chart of the Week

See on Scoop.itThe 401k Study Group ®

Most workers expect their main source of retirement income to be their own savings and investments.

See on www.blackrock.com

29
May

PLANADVISER.com – Passive Investment Momentum Continues

See on Scoop.itThe 401k Study Group ®

See on www.planadviser.com

29
May

Time to Rein In Rollovers?

See on Scoop.itThe 401k Study Group ®

If you’ve been paying attention over the past year, you’ve noticed that regulators and those in Washington are placing increased scrutiny on IRA rollovers.

See on www.thinkadvisor.com

28
May

Sheri Fitts Offers Super Power Branding Tips at Money Quotient Retreat

See on Scoop.itThe 401k Study Group ®

Portland, Oregon (PRWEB) May 27, 2014 — ShoeFitts Marketing president and celebrated global speaker Sheri Fitts will decode the secrets to creating an emotionally relevant brand for financial life planners at the Money Quotient Retreat in September.

See on www.prweb.com

28
May

Riskalyze and United Planners Launch Partnership

See on Scoop.itThe 401k Study Group ®

SACRAMENTO, Calif., May 28, 2014 /PRNewswire-iReach/ — Riskalyze and United Planners Launch Partnership. Risk Profile Technology Available to All UP Advisors.

See on www.prnewswire.com

28
May

DOL Delays Fiduciary Rule Until 2015

See on Scoop.itThe 401k Study Group ®

The so-called DOL “conflict of interest rule for investment advice” — formerly known as the fiduciary redefinition rule — has been delayed until Janua

See on www.napa-net.org

28
May

Keep On Keepin’ On – DC Daily Stat Article

See on Scoop.itThe 401k Study Group ®

87%: Five-year retention rate for DC plan participants using managed account

See on www.blackrock.com

27
May

MassMutual is Found to be a Fiduciary in ERISA Suit by Proposed Class of Client Plans – Fiduciary Matters Blog

See on Scoop.itThe 401k Study Group ®

On May 20, 2014, in a long running lawsuit brought by a proposed class of client defined contribution plans, MassMutual Life Insurance Company has been found to be a functional fiduciary under ERISA § 3(21)(i) and (iii) when it determines its own compensation for services provided in the MassMutual Separate Investment Accounts (“SIAs”) it offers through Group Annuity Contracts …

See on blog.fraplantools.com

27
May

Face to Face Fridays

See on Scoop.itThe 401k Study Group ®

  In order to streamline the experience and accommodate the interests in our group, The 401k Study Group ® will be adding an additional opportunity to learn more about our group. Beginning on …

See on the401ksgblog.com