Protect your clients “held away” accounts with ongoing advice! give401kadvice.com #FinTech #FinancialProfessional #Give401kAdvice #FinancialAdvisor
Plan Confidence Corporation
金融服务
Sarasota，Florida 786 位关注者
Advise & trade “held away” 401k accounts confidently!
关于我们
Plan Confidence Corporation is a market leader in ensuring investment advisers ERISA compliance when advising or trading “held away” 401(k) accounts.
- 网站
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https://www.give401kadvice.com/
Plan Confidence Corporation的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Sarasota，Florida
- 类型
- 私人持股
- 创立
- 2016
- 领域
- SaaS、FinTech、Individual Advice、401k Education、401k Advice、403b Advice、403b Education、Held Away Accounts、Software As A Service、401k Management、403b Management、Rebalance Assets、ERISA、ERISA advice和ERISA Nerd
地点
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主要
获取路线
1900 Main St
Suite 308
US，Florida，Sarasota，34236
Plan Confidence Corporation员工
动态
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Plan Confidence Corporation转发了
The Plan Confidence Corporation office in downtown Sarasota is packed up and I’m ready to work from home the next few days. Hurricane Milton is going to test the nerves of even the strongest Floridians.
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We are (literally) creating the future!
I am currently working on the Vision of Plan Confidence Corporation. In five years, I predict that you will be able to compliantly advise and manage all your clients "held away" 401(k) accounts, no differently than the accounts currently under your custody and control. This is going to take a tremendous effort by all the players in the "held away" space. If you know of anyone else who is passionate in making sure that every hard-working American can get professional, ongoing 401(k) advice from an adviser of their choosing, please let me know. We are looking for more investment firms to work with. We are looking for VC firms that specialize in "Seed Stage" Funding for growth. We are looking for future board members who are passionate about the "held away" space. If you know any of the above, please let me know. You can help change the investment outcomes for over 100,000,000 hard-working Americans! I thank you in advance!
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To all those that have forwarded us this article, thank you. We have already reached out Pontera Future Capital and Fidelity Workplace to figure out what is going on. We will keep you posted when we know more! https://lnkd.in/eaJH7Uyk
Fidelity to Block Credential-Sharing on 401(k) Accounts; Pontera Rallies FA Troops
financialadvisoriq.com
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Happy Birthday ERISA. You look fabulous for 50 years old!!!
50 Years ago today, ERISA was signed into law! All of us in the financial industry should be celebrating today, as we all have benefited from the law. From the accidental creation of the 401(k) to creating IRAs. I know that ERISA often gets a "bad rap" in our industry and has become "politicized" over the years. But, all of us in the financial industry should raise a toast today and wish ERISA a very Happy 50th Birthday!!!
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50% off the ERISA Best Practices Course!!! See post below from our CEO and chief ERISA Nerd!!
We recently launched our ERISA Best Practices Course. Available for 6 hours of IAR "Ethics" and CFP credits!! Buy the course this Labor Day for 50% off. Use the code "LINKEDIN50" to get the course for only $249.00 https://lnkd.in/eG4Qg29D https://lnkd.in/eFh_3xUn
ERISA Best Practices (CE) Course
https://www.youtube.com/