Regulatory And Legislative
The latest updates
Regulatory and Legislative
DOL Releases Final Fiduciary Rule for Investment Advisors
The Department of Labor (DOL) has released a final rule updating the definition of an investment advice fiduciary under ERISA.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Vermont Severe Winter Storm
The Federal Emergency Management Agency issued a disaster declaration on April 19, 2024, for a Vermont severe winter storm.
Regulatory and Legislative
Disaster Assistance May Be Available for New Hampshire Severe Storms and Flooding
The Federal Emergency Management Agency issued a disaster declaration on April 19, 2024, for New Hampshire severe storms and flooding.
Regulatory and Legislative
DOL Releases Final Fiduciary Rule for Investment Advisors
The Department of Labor (DOL) has released a final rule updating the definition of an investment advice fiduciary under ERISA.
Retirement Plan Disaster Assistance May Be Available for Vermont Severe Winter Storm
The Federal Emergency Management Agency issued a disaster declaration on April 19, 2024, for a Vermont severe winter storm.
Disaster Assistance May Be Available for New Hampshire Severe Storms and Flooding
The Federal Emergency Management Agency issued a disaster declaration on April 19, 2024, for New Hampshire severe storms and flooding.
Disaster Assistance May Be Available for California Severe Storms and Flooding
The Federal Emergency Management Agency issued a disaster declaration on April 19, 2024, for California severe storms and flooding.
Disaster Assistance May Be Available for California Severe Winter Storm
The Federal Emergency Management Agency issued a disaster declaration on April 19, 2024, for California severe winter storm.
How Do You Select the Right TPA?
From fees, to response times, compliance, and references there are answers you should be looking for when evaluating a TPA.
Use our guide to ask the right questions
Insights and Perspectives
Top 5 Selling Tips to Close Cash Balance Plan Sales
FuturePlan recently interviewed our top 25 producers in the financial advisor network about best practices for closing cash balance sales.
Is a safe harbor plan right for your small business?
Determining the right type of 401(k) plan for your small business can be challenging. While a traditional plan may work for you, there are other options that may be a better fit for your employees and your company—including a safe harbor plan.
Selling Beyond the 401k: Part Two of a Two-Part Series
Advisors, look beyond the 401k and help your clients win the talent war with 3(16) Fiduciary Services. Learn how.
Prospecting in 10 Minutes a Day on LinkedIn
With more than a half billion users, LinkedIn can become one of your most powerful relationship building tools.
Why 1 Million Visitors Love my.FuturePlan
Every feature of my.FuturePlan was developed based on advisors’ and plan sponsors’ specific needs, to make navigating plan administration as easy as possible.
