Posts by Daniel Satchkov

New 401k Regulation to Give Participants Estimated Monthly Retirement Income on Account Statements

As reviewed by a recent article from InvestmentNews, there is even more regulation in the works for the retirement industry....

15 Useful Weekly Stats for Financial Advisors: Week of December 10, 2018

Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...

When Wasteful Plan Fiduciaries Tell You That Savings You Propose Are Not “apples-to-apples”

When it comes to bringing a needed change to a retirement plan, there will usually be a fair amount of...

5 Articles for the Financial Advisor Weekend Reading List: December 8-9, 2018

Here are five suggested articles for financial advisors to read this weekend: 1. The Latest In Financial Advisor #FinTech (December 2018) – Welcome...

Here is How 401K Advisors will Benefit from Newly Proposed DOL Rules

Advisors could benefit from the proposed MEP regulations by being able to aggregate new and existing clients in the same...

Will Open MEPs Lead to More Opportunities for Financial Advisors?

President Trump with his Executive Order on Retirement plans expanded the horizons of better retirement to many people who before...

Overcoming Digital Marketing Barriers as a Financial Advisor

According to a recent article from financial-planning.com, financial advisors are falling behind in the digital era of marketing. The key...

How to Find and Use the Fee Benchmark Feature of 401kFiduciaryOptimizer

401kFiduciaryOptimizer has a hidden tool providing information on average advisory fee based on the plan assets and zip code of...

Post DOL Fiduciary Rule Regulatory Challenges

The DOL Fiduciary Rule is dead. All we know is that something will replace it, someday. Maybe. As this article...

3 Steps to Growing Your Financial Advisory Practice With Portfolio Crash Testing

What is Risk Management? Risk management is top of mind for RIAs and their clients these days. No longer an...