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In August 2014 the DOL published an RFI pertaining to Self-Directed Brokerage accounts within participant directed 401(k) plans. This session will review any DOL updates as well as review the fiduciary considerations in offering a brokerage window. What are the fiduciary roles and responsibilities of offering brokerage windows and how can plan advisors help their clients with this decision.
Mr. Lee Topley, AIFA® Managing Director of the Unified Trust, NA Retirement Plan Consulting Group will join us today to help us better understand the fiduciary requirements of offering a self-directed brokerage option. Lee will also chat with me about how an Advisor can help their Plan Sponsor Clients meet their fiduciary obligations if they are considering or already offer these options.
The information presented is the opinion of the presenter, is not intended to be legal or financial advice, and should not be relied upon for those purposes.
#Education is the key to success in our current economic system. Unfortunately more and more we are finding that the education we are getting isn't of enough value to truly provide for the needs of the modern man/woman. We will look at a self-directed education and discuss some options for you to learn more, be more and accomplish more. Tune IN
in Real Estate
Edwin Kelly is the Director of Education at Specialized IRA Services
Edwin has been featured in the Wall Street Journal, Smart Money Magazine as well as featured on CNBC.
Edwin is a frequent guest on radio and television including being a guest expert on the Money Show. Edwin’s formal background includes an MBA and he was formerly a Registered Investment Advisor consulting to institutional clients like the Bank of New York.
He is America’s foremost expert on helping regular everyday people achieve true financial security and freedom by combining the power of Self Directed IRA’s with Real Estate Investing, Tax Liens and Private Lending.
Get your FREE SELF DIRECTED IRA WEALTH EXPLOSION KIT
in Self Help
What are your intentions for your life? Do you live in the present moment? Join Nicole as she discusses the present moment, intentions, self-love and Self-Full living. Nicole has a practice in Olympia, WA. She offers in person and distance sessions as well. She would love to hear from you! Nicole can be reached at 541-450-1250 , email@example.com , http://www.chenergy.us , https://www.facebook.com/pages/Chenergy/436613539837414 on twitter @chenergyLLC
Thank you for listening!
Join Nicole as she discusses Self - Love. Please feel free to join in on the discussion. Nicole will be having a Self - Full Living workshop on Saturday, May 2, 2015. Nicole has a practice in Olympia, Washington. To contact her please call or text 541-450-1250, email firstname.lastname@example.org or check her website www.chenergy.us . Thank you for listening!
in Real Estate
When using self-directed IRA's, it's important to play by the rules set by the IRS. There's a lot of bad info out there, and Kaaren Hall sets us straight in this FlipNerd.com Flip Tip...check it out!
Self-Full Living....what does that mean to you? Please call in, write in the chat, or email Nicole with what Self-Full means to you. Nicole has a practice in Olympia, WA. Her website is http://www.chenergy.us her email is email@example.com her phone number is 541-450-1250 . Seh can also be found on Facebook under Chenergy, Pinterest Chenergy LLC and Twitter @ChenergyLLC. Thank you for listening!
Do you have questions that open you up to more questions? Then please join Nicole as she explores Questions and Self- Love. Nicole has a practice in Olympia, WA. She offers in person and distance healing sessions. Please contact her at 541-450-1250 or firstname.lastname@example.org , she would love to hear from you. Her website is http://www.chenergy.us twitter @chenergyLLC and https://www.facebook.com/pages/Chenergy/436613539837414
Thanks for listening!
in Real Estate
Self-directed IRA's are extremely powerful tools, especially for real estate investors. However, there's a ton of misinformation as to what you can and can't do, per the IRS. If you want to stay out of hot water, check out this interview with Kaaren Hall of uDirect IRA.
What gives you pause? Join Nicole Smith as she discusses the power of the pause, Self-Love and more! Nicole has a practice in Olympia WA. For more information, please check out her website http://www.chenergy.us or she can be contacted at 541-450-1250 or found on facebook and twitter @ChenergyLLC. Thanks for listening!
Join Nicole as she talks about change, how we can embrace it, and the Art of W.I.I.F.ME. Want to know more? Listen to the show!
There is a Self-Full Living Workshop, Saturday, May 2nd, 2015. From 11-4. Contact Nicole for more information. Che@chenergy.us
Nicole has practice in Olympia, WA. Her contact information is email@example.com , 541-450-1250, www.chenergy.us
Thank you for listening!
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