fiduciary best practices

Why Your 401(k) Plan Needs an Objective Auditor

Why Your 401(k) Plan Needs an Objective Auditor

By Jonathan Broadbent

Retirement Plan ‘Finals Presentations’ Can Do Real Damage

A funny thing happened on my way to cleaning up your retirement plan.  A “Finals Presentation” went terribly wrong, yet again.

High-Fee 401(k) Convenient for Employer, Costly for You

The following first appeared on NerdWallet July 29, 2015

By Jonathan Broadbent

Employers: Mark Your Calendar

Mark Your Calendar

Here are some important dates in the upcoming months. Most of the deadlines are for calendar-year plans; non-calendar-year plans must adjust the dates.

July 15: Make second quarter contributions to 2015 calendar-year defined benefit plans.

July 31: File:

A nod to an industry friend and great thinker

Evolution of the Retirement Plan Advisor

One wonderful thing about getting older is the chance to see things develop over
time. Those of us in the DC plan industry for a while have seen a tremendous evolution of
our industry and the overall competence of the advisors who are managing 401k

Press Release: Financial Times Top 401 Retirement Plan Advisors 2015

FOR IMMEDIATE RELEASE: May 28, 2015

Jonathan R. Broadbent                      

Plan Partners LLC

440-345-8003

jonathan@planpartners.net

NORTHEAST OHIO FIRM STAKES CLAIM AMONG COUNTRY’S ELITE

Retirement Plans Often Rife With Conflicts of Interest

The following article first appeared in NerdWallet.com and Christian Science Monitor in April 2015 | posted in Advisor Voices

Retirement Plans Often Rife With Conflicts of Interest

By Jonathan Broadbent

 

What is Universal Plan Truth #26?

If your Plan Adviser’s firm has words like “Capital” or “Wealth Management” in the title, they’re probably brokers.

What is Universal Plan Truth #25?

If your Plan Adviser talks a lot about one investment or product, you probably have a broker.

What is Universal Plan Truth #24?

 

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The information and calculators provided via this Web site are general information, meant to introduce you to our areas of expertise.  Articles, calculators
and other sources of information are not intended to replace the professional advice of a trained financial professional.

Investment advice is offered by Plan Partners, LLC, a Registered Investment Adviser.  Plan Partners, LLC is an Ohio Registered Investment Adviser and accepts clients outside of Ohio based upon applicable state registration regulations and the “de minimus” exception.
We offer you a wide range of services that are designed to help you, such as: a 401k plan, fiduciary and plan administration, a model portfolio and executive compensation in Cleveland, Ohio.

Securities offered through IFS Securities, Member FINRA/MSRB/SIPC, 3414 Peachtree Road NE, Suite 1020, Atlanta, GA 30326, Phone: 404-382-5223. Plan Partners LLC and IFS Securities, Inc. are not affiliated companies. Plan Partners and IFS Securities do not provide tax advice. Any discussion of taxes herein is for informational purposes. You should consult with an attorney or accountant concerning tax and/or legal advice. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing.

This communication is strictly intended for individuals residing in the state(s) of: Ohio and Florida. No offers may be made or accepted from any resident outside the specific states referenced.

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