March 15th is 401k Plan Corrective Distribution Deadline
March 15th is the processing deadline for failed 401k ADP/ACP test corrective distributions without the 10% excise tax. Note: Special deadline may apply to plansRead More
GVA Advisor Succession Agreement – Take Action Now!
Succession planning is an important part of owning a successful business and exiting gracefully when you retire or die. It protects you, your family, andRead More
Should I Prospect 401k Plans?
401k plans provide a great referral resource for financial planning and rollover opportunities, so you should look to prospect them. GVA Retirement Plan Consulting canRead More
Q&A Follow-up on Crypto Assets
This past week we partnered with Victory Capital to bring you a follow-up webinar to the VAST Snapshot: Explaining Cryptocurrency originally presented to VAST topRead More
Crypto Asset Webinar January 12th
VAST Snapshot: Explaining Cryptocurrency
You’re likely getting a lot of questions from clients and prospects about cryptocurrency (and Bitcoin). To help explain this new digital asset class, Victory Capital’sRead More
VAST Snapshot: The Predictive Index
More than a personality test
Earlier this month Steve Hopkins of the Oliver Group presented a session on The Predictive Index to top producers at theRead More
VAST Snapshot: The After-Tax Advisor
Taking your client relationships to the next level
Earlier this month David Gordon, CFA, CPWA, Director of Eaton Vance Advisor Institute presented a session on TheRead More
VAST Snapshot: The EOS Model
Are you running your business or is your business running you?
Over the next several weeks, we will be sharing snippets and snapshots of theRead More
Riskalyze Demo #3: December 15th
The next Riskalyze demo will take place on Monday, December 15 @ 2:00 pm ET!
Please look for an Outlook invite sent to you on NovemberRead More
Updates to the IRS’s Plan Corrections Programs
The IRS’s Employee Plans Compliance Resolution System (EPCRS) is designed to improve overall plan compliance by helping plan sponsors voluntarily correct plan compliance errors forRead More
Disrupting the Routine: Change is the Best Way to Grow Your Business
Driving change or creating disruption in your firm can be challenging, but we would argue it is one of the best ways to spur significantRead More
