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Zman

@FluentTech1

Active business owner Fluent Technologies advocating for safer and better retirement solutions accessible to all US citizens, farmer, peacemaker, human

 New Hampton NH
bhfnh1.org
Joined March 2015
  • Tweets2.1K
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  • Followers182
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Photo by Zman (@FluentTech1)Photo by Zman (@FluentTech1)Photo by Zman (@FluentTech1)Photo by Zman (@FluentTech1)Photo by Zman (@FluentTech1)Photo by Zman (@FluentTech1)Photo by Zman (@FluentTech1)Photo by Zman (@FluentTech1)Photo by Zman (@FluentTech1)Photo by Zman (@FluentTech1)
Personal touch is the key to help participants. UtopiaAdvisor gives you the technology you need for that personal touch. ow.ly/RjnN50zVHzX #UtopiaAdvisor #Fluent #dataintegration #FinTech
Image from Zman (@FluentTech1)
I just donated to a rider in the Pan-Mass Challenge. Click here to support your rider! #PMC2024 donate.pmc.org via @panmass
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Retirement literacy among women (and men) is woefully low: Survey ow.ly/uLJh50EcJ1i #retirement #retirementplanning @ThinkAdvisor thinkadvisor.com/2021/01/11/…
Retirement Literacy Among Women (and Men) Is Woefully Low: Survey

Retirement Literacy Among Women (and Men) Is Woefully Low: Survey

Women scored worse than men on a test of retirement literacy, but they're also more open to financial advice, according to The American College.

thinkadvisor.com
Make your data work for you with UtopiaAdvisor. Define, extract data, aggregate & integrate your data with a scalable, customizable, secure data platform. Learn more ow.ly/EsOQ50z6EFJ #FinTech #Fluent #dataintegration #UtopiaAdvisor
Image from Zman (@FluentTech1)
Spotlight: The value of managed accounts in 401k plans ow.ly/2P4S50E2BDm #401k #retirement @401kspecmag 401kspecialistmag.com/spotli…
Managed Accounts Boost Retirement Readiness

Managed Accounts Boost Retirement Readiness

Discover how managed accounts for retirement readiness offer personalized advice to help DC participants meet long-term financial goals.

401kspecialistmag.com
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5 considerations for 401k sponsors about missing participants ow.ly/moRA50DJYh7 #401k #retirement #planparticipant @401kspecmag
5 Key Tips for 401(k) Sponsors on Missing Participants

5 Key Tips for 401(k) Sponsors on Missing Participants

The problem of missing participants in retirement plans is one of the most important, yet perplexing issues facing plan sponsors.

401kspecialistmag.com
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Benchmarking custom TDFs is not an exact science ow.ly/H5su50DJX7f #TDFs @PLANSPONSOR plansponsor.com/in-depth/ben…

Benchmarking Custom TDFs Is Not an Exact Science | PLANSPONSOR

However, there are methods to create a benchmark, and consultants and investment managers should be able to help.

plansponsor.com
A majority of advisory firms in the U.S. & Canada are looking to model portfolios to manage a greater share of discretionary assets amid an expanding array of model options, a new survey finds. ow.ly/SzrA50DHYFQ #modelportfolios #retirement @NAPA401K napa-net.org/news-info/daily…
Personal touch is the key to help participants. UtopiaAdvisor gives you the technology you need for that personal touch. ow.ly/RjnN50zVHzX #UtopiaAdvisor #Fluent #dataintegration #FinTech
Image from Zman (@FluentTech1)
A recent industry trade article questions the efficacy of saving early for retirement—and notes that there “may even be such a thing as saving too much.” ow.ly/xxN250DHYrT #retirement #autoenroll @NAPA401K napa-net.org/news-info/daily…
Personal touch is the key to help participants. UtopiaAdvisor gives you the technology you need for that personal touch. ow.ly/RjnN50zVHzX #UtopiaAdvisor #Fluent #dataintegration #FinTech
Image from Zman (@FluentTech1)
Client Onboarding: How advisers can be sure to deliver all that new partners expect. ow.ly/wChO50DDYNR #CARESAct #RFPs @PLANADVISER planadviser.com/magazine/cli…

Client Onboarding | PLANADVISER

How advisers can be sure to deliver all that new partners expect.

planadviser.com
Does financial wellness education increase retirement plan participation? ow.ly/QPvX50DDYzG #retirement #planparticipant benefitspro.com/2021/02/15/d…

Does financial wellness education increase retirement plan participation?

As any good advisor knows, a successful retirement plan requires more than a robust investment menu. Plan participation is essential, but also one of the biggest challenges.

benefitspro.com
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Artificial intelligence and the end of work ow.ly/Mw2Y50DD1Aq #AI #technology @Forbes forbes.com/sites/robtoews/20…
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Personal touch is the key to help participants. UtopiaAdvisor gives you the technology you need for that personal touch. ow.ly/RjnN50zVHzX #UtopiaAdvisor #Fluent #dataintegration #FinTech
Image from Zman (@FluentTech1)
Improving how retirement income is measured ow.ly/NjeJ50DiTWN #retirement #retirementincome #practicemanagement @ASPPA asppa-net.org/news/improving…

Improving How Retirement Income Is Measured

Data on income during retirement can be fraught with errors in gauging income and poverty levels among the elderly, says a recent study that also suggests a way to improve that measurement. 

asppa-net.org
How managed accounts might help remote workers ow.ly/wIPn50DfEVE #retirement #retirementtrends @NAPA401K napa-net.org/news-info/daily…
The Mechanics of Moving to a PEP ow.ly/AXRZ50D8PQX #PEPs #SECUREAct @PLANSPONSOR
DOL issues missing retirement plan participant guidance ow.ly/bBwR50D8Eut #DOL #retirement #planparticipant @401kspecmag 401kspecialistmag.com/dol-is…
Missing Retirement Plan Participants Guidance

Missing Retirement Plan Participants Guidance

Missing retirement plan participants guidance helps fiduciaries meet ERISA duties and ensure benefits reach eligible participants.

401kspecialistmag.com
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Revenue sharing affects DC plan participant investment choices, research suggests ow.ly/p15m50D2FIF #retirement #revenuesharing @PLANSPONSOR

Revenue Sharing Affects DC Plan Participant Investment Choices, Research Suggests | PLANSPONSOR

Researchers found revenue-sharing funds are more likely to be added to plan investment menus and are less likely to be deleted, as well as that direct and indirect payments do not offset each other.

plansponsor.com
How COVID-19 is affecting 2021 retirement planning ow.ly/qmYe50D1yFr #retirement #retirementplanning @NAPA401K napa-net.org/news-info/daily…
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