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Posts tagged ‘Financial Professional’

Why you monitor target date funds



This is the final installation of my blog series on the four stages of a target date investment option (TDF) (read the series). Here, I’ll talk about the importance of monitoring a TDF in a retirement plan’s investment lineup. The Department of Labor has outlined that a plan fiduciary has the…

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Financial Advisor Prospecting: 4 Strategies to Take You to Another Level



I love to run. I run a few races a year but get bored easily. To break out of a rut, I like to try new things. That’s why I recently jumped at the chance to compete in RAGNAR, a 12-person relay race from Madison, Wis. to Chicago, Ill. RAGNAR tested me mentally and physically, and it opened my…

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