David Montgomery, C(k)P®, CPFA®, AIF®, CRPS®’s Post

Can Target Date Funds and the Ideal Plan Replace the need for an Advisor? Some have argued that with a great percentage of new assets going into one fund, Target Dates, and the auto-plan automtically enrolling participants and escalating contributions, there is less need for an advisor. That argument may be true for the traditonal Triple F advisor stuck in fees/funds/fiduciary mode. But enlightened RPAs have evolved not just to work with plans and employees to integrate wealth, retirement and benefits but to also help front-line plan admininstrators to get senior management to adopt the ideal plan. Learn why more plans do not use auto-features and how advisors can help here: https://lnkd.in/eHixCK-V #401k #fiduciary #retirement #financialadvisors Brad Arends Jack Sharry Shlomo Benartzi Hal Hershfield Joe DeNoyior Vincent Morris Craig J. Reid CFP®, CLU®, CPFA Joel Shapiro Adam Younk Katherine Roy Hans Schemmel Julianne Donatelli, C(k)P, CPFA Tom Matarazzo William Chetney Bill Chetney Sean Murray, CFA John Faustino AIFA®, PPC® Cynthia Dash Michael Ziccardi Kevin Collins Rachel Hewitt Weker Jennifer Miles-Losapio Rob Barnett

Monitoring your 401(k) plan investments isn't just performance and fees. If you are not familiar with Department of Labor best practices around things like default options and ESG, it's time to get your ducks in order. Read on for our tips... #wellretire #401k DM Katrina Bell for help.

Attention small business owners! Discover the benefits of establishing a new 401(k) plan with insights from Paychex. This article outlines five compelling reasons why taking this step can be a game-changer for your business and the financial well-being of your employees. Explore the advantages and consider the positive impact on your company's future success. #SmallBusiness #401k #EmployeeBenefits #Paychex Read More - https://lnkd.in/gax7h5NB

The #401k reality for small companies: ➡️ Complexity: the process of designing a retirement plan is challenging ➡️ Cost: expenses involved in plan setup and maintenance can be overwhelming ➡️ Risk: Without an HR department, managing a 401(k) can be intimidating Technology is a game changer for small businesses. Check out the fintech innovations that are solving these problems. #retirementbenefits #retirementplanning #smb #smallbusiness https://hubs.ly/Q02C3c7t0

Invest in the gold market through your 401(k). Learn how you can take advantage of the benefits today with the experts at Goldco.

What's new in the pension world? Get updates on funding levels, a new hibernation case study, class action lawsuits, regulatory changes, and more in Fidelity's Q1 Pension Insights Newsletter. #fidelityassociate

Have you heard of the power of compound interest? It's considered one of the most powerful tools to accumulate wealth and can help you increase your wealth exponentially. In a recent article, we provide an overview of compound interest, demystifies how it works. We also provide strategies for maximizing the benefits of compound interest such as starting early, maintaining consistency, diversifying investments, and regularly reviewing and adjusting. So, whether you're an individual investor or a company managing a 401(k) plan, check out our article to learn more about how you can harness the power of compound interest to achieve your long-term financial goals. #401k #financialplanning #investmentstrategies #employeebenefits #HR

Have your business owner clients outgrown their SIMPLE IRA? Now is the time to start the conversation about transitioning to a 401(k). Learn more here - https://bit.ly/2TK3wo1

Have your business owner clients outgrown their SIMPLE IRA? Now is the time to start the conversation about transitioning to a 401(k). Learn more here - https://bit.ly/2TK3wo1

Have your business owner clients outgrown their SIMPLE IRA? Now is the time to start the conversation about transitioning to a 401(k). Learn more here - https://bit.ly/2TK3wo1