Retirement plan compliance experts so you don't have to be. We're experts in plan design, consulting, and administration for Financial Advisors & their clients.
There's an opportunity for plan advisers to serve clients as a strategic partner in attracting and retaining talent through responsive and modern 401(k) solutions. Employers need something new and radically different, and that's where #bpp401k come in as… https://t.co/AA9q9EcIpm
The Employee Benefits Security Administration (EBSA) has developed a list of best practices plan fiduciaries can implement to reduce missing participant issues and ensure participants and beneficiaries receive their plan benefits. According to EBSA, the… https://t.co/iiwOoImlLx
The study notes the percentage of sponsors looking to switch advisors has not been this high since the DOL Fiduciary rule came into play in 2017. https://t.co/gNotbDB2AU
To address the issue of retirement account fraud, the Spark Institute developed a fraud controls chart intended to highlight a minimum set of controls that should be considered and set expectations for all parties involved, including plan sponsors… https://t.co/Mf9QSOtLEb
All Eight--All Good--No Objections! The payoff can be huge when you show your clients how much they matter to you.
#gratitudewithattitude#puttingothersfirst https://t.co/PyJyYKbMHH
More findings outlining the wants and needs of DC Plan Participants can be found referenced in the article at https://t.co/HVybArJgPc.com/us/en/asset-management/adv/insights/retirement-insights/defined-contribution/plan-participant-survey/ https://t.co/L4wHLCqfmZ
We welcome your interest and invite you to learn more about this career opportunity #bpp401k. Here's a link to the Relationship Manager job posting on our LinkedIn page, where you can Easy Apply - https://www.linkedin.com/jobs/view/2661110282/ https://t.co/07Tpo1kOTl
Did You Know: Women make up less than one-fifth of the financial advisor population in the U.S.? There's a lot more to learn about the main challenges women face in pursuing this career - good stuff! https://t.co/vUAymjfrQF
Anxiety in high-achievers (ouch) it's a real thing. It starts with negative monkey-chatter in the brain powered by erroneous assumptions and poor patterns of thinking. You can stop it. That's the good news! https://t.co/C2R5c1SXgq
The latest update of the Alight Solutions 401(k) Index shows the average asset allocation to equities rose in June to the highest level in 20 years. https://t.co/YWSeDEuhHD
Invest just a small amount of time to notice what already matters to you, and you will greatly increase your mental-emotional-physical-relational, and spiritual well-being.
#gratitudewithattitude#courageous#selfcare https://t.co/oPuVeZql5p
Recommended Weekend Read. Stop being your own worst enemy by recognizing why self-sabotaging behaviors happen and what triggers them. Good stuff here that helps the personal and professional you.
#courageousselfcare https://t.co/4VgbFmqluH
1-Health 2-Family 3-Purpose 4-Finances. These are the new pillars Edward Jones and Age Wave say advisers should take to working with retirees by helping them determine what they want to do when they stop working. Bravo! https://t.co/EHCNOKZ3fe
Feel the power of gratitude and positive psychology in your life, here are five principles that will help. We share because we care. #gratitudewithattitude https://t.co/3NFFkx5VxT
Financial wellness programs won’t be of much help if employees are not engaged and employers are not assessing their impact. Are they a valuable tool for helping employees achieve their financial goals--Yes!
To Advisors - Join Benefit Plans Plus on… https://t.co/K5Bro3zQrn