According to Bloomberg Law, “More than 180 lawsuits challenging 401(k) plan fees have been filed in federal courts since 2020. About 20 of these cases have settled so far with settling employers. Some of those recent suits include excessive record keeping and investment fees, breaching fiduciary duties, and self-dealing, to…
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Todd Smith discusses his mission to impact and improve the Financial Lives of others by maximizing their potential – both personally and professionally. Questions covered in this interview include: What does a 21st Century accountant practice look like? What common challenges do accountants face? How can we help improve an…
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Paul Fokken discusses how employers have a choice to offer Personalized Professional Account Management (PPAM) to all employees with 401(k) Maneuver. The goal of 401(k) maneuver is to: improve account Performance over time, manage downside risk to minimize losses, decrease fees that harm account performance and avoid default funds with…
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Ashley Schoborg was recently featured on ABC Morning Blend discussing her life mission to help women see through the cultural messaging surrounding women’s bodies and embrace their worth.
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LEADING ADVISOR is now available on Amazon.com and other booksellers.
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Wornel Simpson discusses more than 35 years of experience developing diversified financial business management strategies. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-wornel-and-kellen-simpson-financial-professionals-with-wornel-simpson-and-associates/ Wornel explained: “Our mission is to see our clients through life’s personal and financial struggles utilizing objectivity, judgment, instinct, and compassion. We are devoted…
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Mortgage Executive Magazine and Scotsman Guide list Joshua Dean among America’s top mortgage originators in 2021.
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Tony Lupina, Owner of Lupina Financial Services, Discusses His Approach to Helping His Clients with Financial Planning and Retirement Using Life Insurance Listen to the interview on the Business Innovators Radio Network https://businessinnovatorsradio.com/interview-with-tony-lupina-owner-of-lupina-financial-services/ As the Insurance Industry continues to evolve with technology with new and better products for the present…
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American Senior Benefits is dedicated to serving those in need of insurance, especially seniors. They are proudly independent, answering only to their customers. Customers’ choices are key life decisions, and they work every day to help them find the right solutions at affordable prices. What they do is essential, personal,…
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Because the most significant portion of wealth for a business owner is tied up inside the business, Josh Sherrard discusses his approach to helping his business clients create a savings plan that makes sense for a successful future.
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