Benefit Plans Plus

There's an opportunity for plan advisers to serve clients as a strategic partner in attracting and retaining talent through responsive and modern 401(k) solutions. Employers need something new and radically different, and that's where #bpp401k come in as… CVSoci.al/~zX54eFc

The Employee Benefits Security Administration (EBSA) has developed a list of best practices plan fiduciaries can implement to reduce missing participant issues and ensure participants and beneficiaries receive their plan benefits. According to EBSA, the… CVSoci.al/vMGH7d1d

The study notes the percentage of sponsors looking to switch advisors has not been this high since the DOL Fiduciary rule came into play in 2017. CVSoci.al/MnsxxHAp

To address the issue of retirement account fraud, the Spark Institute developed a fraud controls chart intended to highlight a minimum set of controls that should be considered and set expectations for all parties involved, including plan sponsors… CVSoci.al/H3ErhWLR

Here's how to start a gratitude habit to appreciate life and be a whole lot happier every day. #gratitudewithattitude #selfcare #puttingothersfirst CVSoci.al/rJN868iP

All Eight--All Good--No Objections! The payoff can be huge when you show your clients how much they matter to you. #gratitudewithattitude #puttingothersfirst CVSoci.al/vr37yIpi

Employer contributions - Everyone is doing it, well--- almost. #401kbestpractices CVSoci.al/jwhk0RLd

#gratitudewithattitude CVSoci.al/eMfu52SB

More findings outlining the wants and needs of DC Plan Participants can be found referenced in the article at am.jpmorgan.​com/us/en/asset-management/adv/insights/retirement-insights/defined-contribution/plan-participant-survey/ CVSoci.al/KvFUJ3pP

We welcome your interest and invite you to learn more about this career opportunity #bpp401k. Here's a link to the Relationship Manager job posting on our LinkedIn page, where you can Easy Apply - https://www.linkedin.​com/jobs/view/2661110282/ CVSoci.al/rBc0dIGd

Did You Know: Women make up less than one-fifth of the financial advisor population in the U.S.? There's a lot more to learn about the main challenges women face in pursuing this career - good stuff! CVSoci.al/vVU5kEqv

Anxiety in high-achievers (ouch) it's a real thing. It starts with negative monkey-chatter in the brain powered by erroneous assumptions and poor patterns of thinking. You can stop it. That's the good news! CVSoci.al/CnKOesJp

The latest update of the Alight Solutions 401(k) Index shows the average asset allocation to equities rose in June to the highest level in 20 years. CVSoci.al/AUiqtspy

Invest just a small amount of time to notice what already matters to you, and you will greatly increase your mental-emotional-physical-relational, and spiritual well-being. #gratitudewithattitude #courageous #selfcare CVSoci.al/7zFp0Vbm

Change might not be good for seniors in 2021 - good article by our friends at 401(k) Specialist Magazine CVSoci.al/WbFVW9j~

Most everyone enjoys a Top 10 list. This one compiles payroll-related matters most commonly identified in 401(k) plan audits. CVSoci.al/f~mF6jZR

Recommended Weekend Read. Stop being your own worst enemy by recognizing why self-sabotaging behaviors happen and what triggers them. Good stuff here that helps the personal and professional you. #courageousselfcare CVSoci.al/asZMxgnt

1-Health 2-Family 3-Purpose 4-Finances. These are the new pillars Edward Jones and Age Wave say advisers should take to working with retirees by helping them determine what they want to do when they stop working. Bravo! CVSoci.al/3NjGIAHu

Feel the power of gratitude and positive psychology in your life, here are five principles that will help. We share because we care. #gratitudewithattitude CVSoci.al/wzEnIzv1

Financial wellness programs won’t be of much help if employees are not engaged and employers are not assessing their impact. Are they a valuable tool for helping employees achieve their financial goals--Yes! To Advisors - Join Benefit Plans Plus on… CVSoci.al/3KRbPtQH