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How Mandatory Force-Outs Turned into a Fiduciary Concern

October 16, 2018

Webinar presented by Jeff Linkowski, AIF®, Director of Sales, FPS Trust and Mark Koeppen, SVP, Strategic Rollovers, FPS Trust.

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A Winning Proposition: The AIF® Partnering with an Independent Auto Rollover IRA Provider

October 15, 2018

Year-end planning for business owners takes on many forms, but for those that sponsor 401(k) plans, it should include a review of the company plan and preparing amendments accordingly. For AIF® Designees and advisors, that means a thorough review of the plan, including arrangements, agreements and service providers.

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DOL Pressure on Missing Participants Propels New Solution

October 9, 2018

“As a plan sponsor, if you have an opportunity to deal with lost participants and do something with uncashed checks, why wouldn’t you do that?” asks Mark Koeppen at FPS Trust.

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Amid DOL Scrutiny, Provider Crafts Solution for Missing Participants

October 9, 2018

Employees are changing jobs more frequently than ever before, says Mark Koeppen at FPS Trust; when they go missing, this can lead to wasted time and money spent on administration of their orphaned savings.

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Why Partnering With an IRA Rollover Provider is Right for 401k Advisors

September 27, 2018

Year-end planning for business owners takes on many forms. For those that sponsor 401k plans, it should include a review of the company plan and preparing amendments accordingly.

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The Value of Mandatory Distributions

September 18, 2018

This podcast covers how the underutilized value of mandatory distributions can give Advisors an edge in winning and retaining business. Use Mandatory Distributions to clean up your plans and use it as leverage with the record keepers to get better pricing.

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