Retire Cents

08/18/2021

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

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

10/29/2020

Officials looking to plug gaps with State Plans

State retirement plans are about reaching the underserved, not about competing with the private sector, officials say.

10/28/2020

Secure Act 2.0 Legislation Introduced

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.

10/28/2020

How to Measure the ROI of

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.

10/28/2020

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

“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.

12/17/2019

HANOVER, Pa. (PRWEB) December 16, 2019 -- Making A Difference Makes for Good Business – Hanover, PA Business Owner Wins Prestigious Award for Community Service

03/26/2019

Why auto-portability is important to retirement plan savings.

03/04/2019

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

02/28/2019

4 Common Biases Seen in Participants.

Too many individual savers and retirement plan participants engage in investing and saving biases of which they’re largely unaware.

02/28/2019

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