Latest Insights for Advisors
Election Year Economic Outlook with PIMCO’s Allison Boxer
Greg Bakke, CEO of EXPAND hosts Allison Boxer, Senior VP and Economist with PIMCO, for an information-packed Q&A session addressing today’s economic environment.
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...