Preparing For Effective Video Conferencing
Jul 01, 2020
In recent months, we’ve been using video conferencing for work, school, club meetings, family gatherings, and more. And, it’s probably here to stay– it’s convenient for participants and cost-efficient for plan...
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Who would have guessed that in 2020 the new buzzword would be social-distancing and COVID-19 would drastically alter the sales landscape we live in? The reality is that sales professionals have been...
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Recordkeepers and Disclosure to Clients
Sep 19, 2019
Retirement plan litigation is on the upward trend with no signs of slowing down. Most of these cases involve excessive fee or proprietary fund claims. Many defendants are settling for millions...
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How Elite Advisors Target the $10mm+ Retirement Plan Market
Recent disruption in the upper end of the small-mid size plan market has created greater opportunity for specialist advisors to capture larger plan business. Plan provider mergers, fee compression and the move to more passive fund lineups have upset the traditional business model of the investment-based provider.
Jun 19, 2019
Many financial advisors and bank trustees have found success in the small 401(k) market. In most cases, the decision to hire an advisor is built on a previous business or personal...
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