Zman
@FluentTech1
Active business owner Fluent Technologies advocating for safer and better retirement solutions accessible to all US citizens, farmer, peacemaker, human
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Personal touch is the key to help participants. UtopiaAdvisor gives you the technology you need for that personal touch. ow.ly/RjnN50zVHzX #UtopiaAdvisor #Fluent #dataintegration #FinTech
I just donated to a rider in the Pan-Mass Challenge. Click here to support your rider! #PMC2024 donate.pmc.org via @panmass
Retirement literacy among women (and men) is woefully low: Survey ow.ly/uLJh50EcJ1i #retirement #retirementplanning @ThinkAdvisor thinkadvisor.com/2021/01/11/ret…
Make your data work for you with UtopiaAdvisor. Define, extract data, aggregate & integrate your data with a scalable, customizable, secure data platform. Learn more ow.ly/EsOQ50z6EFJ #FinTech #Fluent #dataintegration #UtopiaAdvisor
Spotlight: The value of managed accounts in 401k plans ow.ly/2P4S50E2BDm #401k #retirement @401kspecmag 401kspecialistmag.com/spotlight-the-…
5 considerations for 401k sponsors about missing participants ow.ly/moRA50DJYh7 #401k #retirement #planparticipant @401kspecmag
Benchmarking custom TDFs is not an exact science ow.ly/H5su50DJX7f #TDFs @PLANSPONSOR plansponsor.com/in-depth/bench…
A majority of advisory firms in the U.S. & Canada are looking to model portfolios to manage a greater share of discretionary assets amid an expanding array of model options, a new survey finds. ow.ly/SzrA50DHYFQ #modelportfolios #retirement @NAPA401K napa-net.org/news-info/dail…
Personal touch is the key to help participants. UtopiaAdvisor gives you the technology you need for that personal touch. ow.ly/RjnN50zVHzX #UtopiaAdvisor #Fluent #dataintegration #FinTech
A recent industry trade article questions the efficacy of saving early for retirement—and notes that there “may even be such a thing as saving too much.” ow.ly/xxN250DHYrT #retirement #autoenroll @NAPA401K napa-net.org/news-info/dail…
Personal touch is the key to help participants. UtopiaAdvisor gives you the technology you need for that personal touch. ow.ly/RjnN50zVHzX #UtopiaAdvisor #Fluent #dataintegration #FinTech
Client Onboarding: How advisers can be sure to deliver all that new partners expect. ow.ly/wChO50DDYNR #CARESAct #RFPs @PLANADVISER planadviser.com/magazine/clien…
planadviser.com
Client Onboarding | PLANADVISER
How advisers can be sure to deliver all that new partners expect.
Does financial wellness education increase retirement plan participation? ow.ly/QPvX50DDYzG #retirement #planparticipant benefitspro.com/2021/02/15/doe…
Artificial intelligence and the end of work ow.ly/Mw2Y50DD1Aq #AI #technology @Forbes forbes.com/sites/robtoews…
Personal touch is the key to help participants. UtopiaAdvisor gives you the technology you need for that personal touch. ow.ly/RjnN50zVHzX #UtopiaAdvisor #Fluent #dataintegration #FinTech
Improving how retirement income is measured ow.ly/NjeJ50DiTWN #retirement #retirementincome #practicemanagement @ASPPA asppa-net.org/news/improving…
How managed accounts might help remote workers ow.ly/wIPn50DfEVE #retirement #retirementtrends @NAPA401K napa-net.org/news-info/dail…
The Mechanics of Moving to a PEP ow.ly/AXRZ50D8PQX #PEPs #SECUREAct @PLANSPONSOR
DOL issues missing retirement plan participant guidance ow.ly/bBwR50D8Eut #DOL #retirement #planparticipant @401kspecmag 401kspecialistmag.com/dol-issues-mis…
Revenue sharing affects DC plan participant investment choices, research suggests ow.ly/p15m50D2FIF #retirement #revenuesharing @PLANSPONSOR
plansponsor.com
Revenue Sharing Affects DC Plan Participant Investment Choices, Research Suggests | PLANSPONSOR
Researchers found revenue-sharing funds are more likely to be added to plan investment menus and are less likely to be deleted, as well as that direct and indirect payments do not offset each other.
How COVID-19 is affecting 2021 retirement planning ow.ly/qmYe50D1yFr #retirement #retirementplanning @NAPA401K napa-net.org/news-info/dail…
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