kaitlinmurphy.org
Angels in Shipwrecks @kmmwriter - About Kaitlin
http://www.kaitlinmurphy.org/About-Kaitlin.html
Kaitlin is a speechwriter/ghostwriter, writing coach, editor, communications consultant and educator with a background in secondary and post-secondary education. . She began her career in communications as an intern in the literary affairs office at Paramount Pictures before working in circulation and editing for DALBAR, Inc. 160;in the financial services industry. She moved on to book publishing and publicity at . WW Norton, Inc. Chancellor Michelle Rhee. 160;and her education reform team. What it Take...
the401kcoach.com
Accelerator Program - The 401k Coach Program
http://www.the401kcoach.com/accelerator-program.html
Big Idea Focus Group. We are what we. Excellence, then,. Is not an act,. But a habit.". 877-932-6236 for immediate assistance or email us at. There are no items in your cart. Members: Login for Member Pricing. All Upcoming Events click here. Currently there are no events. Life is a Constant Audition. March 6, 2014 read more Life is a Constant Audition. The 10x Formula to Grow Your 401(k) Business. February 7, 2014 read more The 10x Formula to Grow Your 401(k) Business. J Barnes, 401k Coach Member. Mirror...
erisafiduciaryadministrators.com
Fiduciary for Plan Administration | ERISA Fiduciary Administrators
http://www.erisafiduciaryadministrators.com/index.php/plan-administration-fiduciary
Plan Management & Fee Disclosure. Vendor Oversight and Evaluation. Instilling a Fiduciary Culture. EFA’s Mission Statement. Fiduciary for Plan Administration. Fiduciary Consultation, Training and RFP. Fee Reasonableness Report and Certification. Specimen Compliance Review Agreement. Specimen Fiduciary Services Agreement. Fiduciary for Plan Administration. In our standard fiduciary services engagement, we function as the official Administrator. Negotiate service agreements with these vendors, review all r...
cashmapper.com
CashMapper
http://www.cashmapper.com/default.aspx
CashMapper is a behavior based expert system that identifies the financial needs of each user and obtains permission to contact him/her. CashMapper obtains the user's permission to be contacted by an identified service, avoiding the hurdle of relying on the user to be proactive. Several services compliment CashMapper to ensure that uncovered needs are met. Services include retirement plan enrollment, financial advisors, personal cash management and debt restructuring. How does CashMapper work?
robinswoodfinancial.com
Robinswood Financial - Working with Us to Grow and Preserve Investments
http://www.robinswoodfinancial.com/services_working.html
Request a free initial consultation. DFA or Dimensional Funds. Robinswood Financial is dedicated to providing individually managed portfolios that are custom-crafted to meet each client s unique needs while also providing financial peace of mind. How do I know if I need professional wealth and money management? How is Robinswood Financial different? Who is a classic Robinswood client? What services does Robinswood Financial offer? How do I know if I need professional wealth and money management? What s m...
wealthadvice.net
Are You an Emotional Investor? | WealthAdvice
http://www.wealthadvice.net/are-you-an-emotional-investor
Are You an Emotional Investor? February 4, 2013. Do emotions impact your investment decisions? If so, it could be costing you a lot of money. Historically speaking, those moves have proven costly to the average investor. So, how much does moving in and out of the market cost the average investor? As always, utilizing the expertise of an experienced and objective financial advisor can provide much needed guidance and oversight toward avoiding the common pitfalls of the average investor. February 2, 2013.
erisafeedisclosure.com
Blogging About Fee Disclosure
http://www.erisafeedisclosure.com/News/BloggingAboutFeeDisclosure/tabid/573/Default.aspx
Blogging About Fee Disclosure. Blogging About Fee Disclosure. Blogging About Fee Disclosure. To subscribe to an RSS feed of the blog. How Regulators Can Target Excessive Fee Situations. By Louis S. Harvey, CEO Dalbar, Inc. on Jun 17, 2012. So you think you are safe, think again! Almost completely lost in the frantic effort to comply with the July 1 and August 30 deadlines for fee disclosure is the regulatory objective of lowering fees by $14.9 billion. The stated goal is to curb ex. By Louis S. Harve...
erisafeedisclosure.com
Fee Disclosure Experts
http://www.erisafeedisclosure.com/FeeDisclosureExperts/tabid/561/Default.aspx
Search for Fee Disclosure Experts by Name. Become an ERISA Fee Disclosure Expert. Follow "The Six Simple Steps" to becoming a Fee Disclosure Expert. Resources available to ERISA Fee Disclosure Experts. Plan Profile and Certification.