Retire Cents

Advisors looking for a state of the art with built-in in prospecting? Check out my recent interview with Lou Ritchie from 5500

Forcemanager 5500 With Lou Ritchie Lou Ritchie joins me today to chat about ForceManager 5500. ForceManager 5500 is a first of its kind CRM with built-in plan data from ERISApedia. CRM, prospecting, and service in a ready to go platfo

Officials looking to plug gaps with State Plans

Officials looking to plug retirement gaps with state plans State retirement plans are about reaching the underserved, not about competing with the private sector, officials say.

Secure Act 2.0 Legislation Introduced

SECURE Act 2.0 Legislation Introduced—And Wow! - 401K Specialist Expand auto-enrollment, provide incentives for small businesses to offer plans, increase the RMD. There’s a lot in so-called SECURE Act 2.0.

How to Measure the ROI of

How to Measure 401k Financial Wellness ROI - 401K Specialist Some measurement tools rely on what people say they think or do; these are self-report measures.Other tools rely more on what people actually do, based on either direct observation behavior or its results.

https://buff.ly/39EAObT Bloomberg's (Extremely) Bogus Fight

Bloomberg’s (Extremely) Bogus 401k Fight - 401K Specialist “In 2020, there is no tax advantage remaining to the 401k.” It’s just one hot take from a Bloomberg Opinion piece burning through the Internet.

The Market at Hanover's co-owner, Elizabeth Silbaugh Johnides, Wins Prestigious Community Service Award HANOVER, Pa. (PRWEB) December 16, 2019 -- Making A Difference Makes for Good Business – Hanover, PA Business Owner Wins Prestigious Award for Community Service

Auto-portability: A way to address 401(k) leakage | BenefitsPRO Why auto-portability is important to retirement plan savings.

HSA's amount increases https://www.plansponsor.com/number-hsas-exceeds-25-million/

Number of HSAs Exceeds 25 Million | PLANSPONSOR

4 Common Biases Seen in Participants.

4 Most Common Biases Seen in 401K Participants - 401K Specialist Too many individual savers and retirement plan participants engage in investing and saving biases of which they’re largely unaware.

Lingo? We can help https://www.plansponsor.com/average-americans-really-dont-understand-401ks-financial-terminology/

Average Americans Really Don’t Understand 401(k)s and Financial Terminology | PLANSPONSOR