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Retirement and Estate Planning Press Releases

BitcoinIRA.com Reviewed on CNBC in Exclusive Video

BitcoinIRA.com Reviewed on CNBC in Exclusive Video

BitcoinIRA.com, the world’s first company that allows investors to purchase Bitcoin and other crypto-currencies for their IRA or 401(k) retirement accounts, announces that it is featured in a video developed by CNBC. The CNBC video is available now and can…

Trust Builders, Inc. Announces Company Name Change

Trust Builders, Inc. Announces Company Name Change

Trust Builders, Inc.™, a company that produces professional retirement planning software, today announced its new name, Retire Ready Solutions. After over thirty years in the business, Trust Builders, Inc.’s leadership felt it was time to simplify the name to better…

Washington Financial Group Named 2017 PLANSPONSOR Retirement Plan Adviser of the Year

Washington Financial Group Named 2017 PLANSPONSOR Retirement Plan Adviser of the Year

Consistently striving to improve America’s retirement readiness, Washington Financial Group is honored to announce that we have been named the 2017 PLANSPONSOR Retirement Plan Adviser of the Year in the Small Team category. “All of us at Washington Financial Group…

Funeral Expenses — 4 New Ways of Saving for Funeral Expenses

Funeral costs that are increasing may be a higher load for the typical family. Most are already struggling with the inflation on day-to-day needs, such as gas and food. This takes a huge toll once funeral expenses need to be handled.…

CIEBA Board Appoints New Executive Director, Dennis Simmons

CIEBA Board Appoints New Executive Director, Dennis Simmons

The Committee on Investment of Employee Benefit Assets (CIEBA) announced today that Dennis Simmons has been appointed by the CIEBA Board as their new Executive Director. Mr. Simmons joins CIEBA with over 20 years of government policy, legal and plan administration experience working with all types of employee benefit plan sponsor clients,…

Randall R. Saxton Appointed Attorney for the Mississippi Emergency Management Agency

Randall R. Saxton Appointed Attorney for the Mississippi Emergency Management Agency

Saxton Law, PLLC attorney Randall R. Saxton has been appointed by Executive Director Lee Smithson and confirmed by the Attorney General of Mississippi as Attorney for the Mississippi Emergency Management Agency. MEMA coordinates activities that will save lives, protect property,…

Trust Builders Expands Online Retirement Readiness Solutions for Financial Advisors

Trust Builders Expands Online Retirement Readiness Solutions for Financial Advisors

Trust Builders, Inc. is announcing the release of the Maximum Allowable Contribution (MAC) module for the TRAK-Online retirement readiness portal. The MAC module allows advisors to calculate the maximum annual contribution to a 403(b) account and a 457 account, including…

RiXtrema / Larkspur Video Illustrates Fiduciary Best Practices Improvements; Huge Savings for Plan Sponsors

RiXtrema / Larkspur Video Illustrates Fiduciary Best Practices Improvements; Huge Savings for Plan Sponsors

RiXtrema, the leading provider of risk management tools and analysis to the financial advisory and broker/dealer community, and Larkspur Data, the leading provider of targeted data and market intelligence for financial advisors in the 401k/qualified plan industry, are making it…

RiXtrema's Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste

RiXtrema's Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste

 RiXtrema announced the findings of a big data quantitative research effort on defined contribution plans. The largest ever conducted, the study involved 52,529 plans, and included detailed plan menu choices in the calculations. RiXtrema’s award winning research team used quantitative…

Joshua Davis, CFP®, Establishes Davis Private Wealth, LLC

Joshua Davis, CFP®, Establishes Davis Private Wealth, LLC

Joshua Davis, a certified financial planner and investment management expert, is branching out in creating his own private establishment, Davis Private Wealth, LLC. The firm is dedicated to putting his clients’ interests first and provides an array of financial services…

Commerce Street Peak Advisors Expands 401(k) Plan Offerings to Help Employers Meet ERISA Requirements

Commerce Street Peak Advisors Expands 401(k) Plan Offerings to Help Employers Meet ERISA Requirements

The Employee Retirement Security Act (ERISA) emphasizes that responsible retirement plan sponsors must act prudently and solely in the interest of plan participants and beneficiaries when selecting and monitoring service providers and plan investments. These ERISA requirements have created a…

Heron Wealth Uses Automation and Streamlined Process to Build "Bionic Advisor" Service Model for Emerging Investors

Heron Wealth Uses Automation and Streamlined Process to Build "Bionic Advisor" Service Model for Emerging Investors

   David Edwards, founder of Heron Wealth, a New York-based fiduciary investment advisor and wealth management firm, today announced the release of a detailed case study focused on the successful automation of his firm published in conjunction with financial technology…

Rising Capital Associates Recognizes Employee, Jay Wehrenberg, for Helping Out the Most Customers in a Single Year

Rising Capital Associates Recognizes Employee, Jay Wehrenberg, for Helping Out the Most Customers in a Single Year

Rising Capital Associates, a leading structured settlement purchaser and annuity buyer, is paying tribute to a top-achieving employee within the company. Jay Wehrenberg was recognized for helping out the most amount of customers in a single fiscal year. Jay worked…

Life Insurance Settlements, Inc. Provides Free Quotes and Consultations

Life Insurance Settlements, Inc. Provides Free Quotes and Consultations

Life Insurance Settlements, Inc., the leading broker of life insurance settlements in the United States, is providing free, no obligation quotes and consultations to prospects considering a life settlement. If a life insurance policy is no longer wanted, needed, or an individual…

Covisum Acquires PrairieSmarts' Risk Tools to Bring Enhanced Suite of Retirement Planning Tools

Covisum Acquires PrairieSmarts' Risk Tools to Bring Enhanced Suite of Retirement Planning Tools

​​​Two companies are joining forces to offer financial advisors powerful risk analytics with retirement planning solutions. PrairieSmarts’ advanced risk management platform for financial services professionals has been acquired by Covisum, a retirement income planning technology and training solution. All products…

Everplans Professional Launches Network Amplifier

Everplans Professional Launches Network Amplifier

​Everplans, the leading online Life and Legacy planning platform, released a new feature today at the T3 Advisor Conference that enables Everplans Professional users to increase retention across generations and grow their business by establishing new relationships with their clients’…

Trust Builders to Introduce New Fiduciary-Focused Features at the T3 Advisor Conference

Trust Builders to Introduce New Fiduciary-Focused Features at the T3 Advisor Conference

​Trust Builders, Inc. is at the T3 Advisor Conference this week announcing the release of two features to help advisors serve clients in a fiduciary capacity. The two newest features complement the retirement readiness solutions in The Retirement Analysis Kit…

RiXtrema's 401kFiduciaryOptimizer Brings Quantitative Analysis to Retirement Plans Enabling Advisors to Save Money for Plan Sponsors

RiXtrema's 401kFiduciaryOptimizer Brings Quantitative Analysis to Retirement Plans Enabling Advisors to Save Money for Plan Sponsors

​​​RiXtrema, an industry-leading company that provides risk management tools and analysis to the financial advisory and broker/dealer community to help ensure that clients get the analysis and advice they need, today announced the results of a quantitative analysis of fee…

North Star Senior Advisors Introduces a Simplified Way to Find Options in Senior Living

North Star Senior Advisors Introduces a Simplified Way to Find Options in Senior Living

North Star Senior Advisors, which provides senior living placement at no cost to seniors and their families, is pleased to announce the launch of its newly revamped website. The newly upgraded website offers easy and transparent access to assisted living,…

Fraser Allport Radio Show – Special Report: Social Security System Under Siege in 2017

​​The Social Security system is under siege as we begin 2017. Politicians and academicians from all sides are calling for major changes. Congress will have no choice but to someday examine some unpalatable options like higher Social Security taxes, reduced…

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