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10 Keys to Sell 401k Plans and Grow Your 401k Plan Business

July 4, 2012

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Do you want to make more money selling 401k plans?  Here is a video from Elite401kplans.com on how to sell 401k plans.  This video will cover 10 Key Steps that will help you grow your 401k plan business.

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Answering your questions on 408(b)(2) and fiduciary advice

March 29, 2011

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A few weeks ago, fi360 and CEFEX hosted ERISA attorney Fred Reish for a webinar on proposed DOL 408(b)(2) and fiduciary advice regulations. During the session, Fred covered what constitutes fiduciary advice under the new rules and what doesn’t, what…

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New federal fiduciary definition may have adverse impact on ESOP marketplace

March 11, 2011

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The Department of Labor (DOL) held a hearing last week to obtain feedback on their proposed regulation to broaden the definition of "fiduciary" under Section 3(21) of the Employee Retirement Income Security Act ("ERISA") and the related regulation at 29…

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Fiduciary Links: RIA business tripled over past decade

March 7, 2011

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One of the lead stories from InvestmentNews last week was about the size of the RIA market tripling over the past decade. The obvious implication is that investors are increasingly turning to the advice model for their investment needs, which…

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