Latest Insights for Advisors
Annual Contribution Limits
ERISA has established plan limits for contributions and benefits that apply to all qualified retirement plans. The chart below outlines the maximum contribution (or benefit) that can be funded to each type of qualified retirement plan. These limits are indexed annually for inflation.
Economic Outlook: Fragmentation Era with PIMCO’s Tiffany Wilding
Explore the complexities of today’s shifting economic landscape in this timely fireside chat between Greg Bakke, CEO of EXPAND Financial, and Tiffany Wilding, Managing Director and Economist at PIMCO.
Mind over Money: How Behavior Shapes Financial Choices
Learn how to navigate market volatility with confidence in this timely session featuring Greg Bakke, CEO of EXPAND, and Jeromey Thornton from Avantis Investors. Discover how emotions impact investment decisions and explore practical behavioral finance strategies to stay focused during uncertain times. This conversation covers market trends and actionable tips to help investors avoid emotional mistakes and stay aligned with long-term goals.
Fiduciary Responsibility & Investment Committee Meeting Best Practices
Join Greg Bakke and Theresa Conti for a thought-provoking session on retirement plan committee meetings and fiduciary responsibility. Whether you are new to retirement plans and these meetings or simply want to gain new perspective and ideas to up your meeting game, you won’t want to miss this replay.
Economic Outlook Discussion with Janus Henderson
Tune in as EXPAND’s Greg Bakke and special guest, Michael McNurney, Equity Specialist for Janus Henderson, discuss today’s economic environment. Greg and Michael cover the influences of Artificial Intelligence, biotech, innovations in healthcare and technology, and more.
Working with a 3(38) | The Gift of Fiduciary Oversight
December 6, 2023
Whether you are a new advisor to the retirement plan space or are a seasoned investment advisor aiming to quickly and easily grow your small plan business, you may find benefit in partnering with a 3(38) investment fiduciary.
JULY Introduces Passport401k PEP to Support Advisors on the BNY Mellon | Pershing Platform
The small business PEP supports advisors using the Pershing custodial platform—easy to set up and...
Is a PEP the Right 401(k) Solution for My Client?
First of all….what’s a PEP and why is it important? A Pooled Employer Plan (PEP) is the latest...
Annual Contribution Limits for 2023
Maximum Amounts that Can Be Funded to Qualified Retirement Plans ERISA has established plan limits...