Insights and articles to help you make better business and fiduciary decisions
by Craig Rosenthal
25 April, 2022
Thirty-four percent of plan sponsors are actively seeking a new advisor partner. Benchmarking your services and value will help secure your competitive advantage. Are you ready to make sure your 401(k) practice stays in the game?
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.
7 October, 2020
It’s not uncommon to need a little extra help behind the scenes when managing your...
11 August, 2020
There are 2.5 quintillion bytes of data created every day 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…
7 January, 2020
We all know someone who likes to take the easy way out. This would describe the narrow view of…