Insights and articles to help you make better business and fiduciary decisions
by Craig Rosenthal
14 June, 2021
Whether you’re a financial advisor, home office, DCIO, or 401(k) plan service provider, data is the backbone of your client retention and acquisition strategy. You need access to accurate, relevant data to help your clients benchmark their plans and make informed recommendations for improvement while also making sound decisions for your business.
12 May, 2021
It may sound a bit naive to ask, “What’s the point of a retirement plan?”...
16 February, 2021
As a successful business owner, you have become intimately familiar with the inner workings of...
12 January, 2021
Nestled within the chaos of 2020 was a significant increase in 401(k) class action lawsuits....
15 December, 2020
What a strange, unsettling and eventful year it has been! Thankfully, as the year disappears...
17 November, 2020
In the blink of an eye, 24 hours can disappear. Between the 5-8 hours of...
21 September, 2020
Are you a generalist or a specialist retirement plan advisor? Most advisors typically choose one...
11 August, 2020
There are 2.5 quintillion bytes of data created every day[1] and ongoing growth is exponential....
7 July, 2020
As an advisor, your goal is to be your clients’ go-to retirement plan resource, which requires you to…
