Plancheckr prides itself on being #CEFEX certified as an investment support service. With these Practice Management Features, you can be sure to have your business operating much more efficiently, saving you both time and money. Be sure to check us out and schedule a demo today!

Plan fiduciaries should be paying attention. In 2018, the Department of Labor enforcement activity resulted in a recovery of $1.6 billion, a much higher amount than it recovered in 2017. This alone should serve as a wake-up call. Read the article below. cohenbuckmann.com/insights/2019/…

With Plancheckr, advisors can easily review 401K plan provisions with sponsors and clients. Planchekr provides: secure cloud storage, automated documentation, and white glove data entry. Learn more at: lnkd.in/gKQpNSu

Plancheckr 2.0 is coming soon! New features include a customizable folder structure, generator for annual plan reviews and audit reports, and plan review summaries for plan sponsors. Be sure to stay on the lookout for Plancheckr 2.0! plancheckr.com #401K #CEFEX

The four distinct areas of responsibility are administration and reporting, enrollment and education, investments, and service providers. Read the attached article to learn how Plancheckr helps manage these responsibilities efficiently and effectively. plancheckr.com/fiduciary-resp…

Plancheckr should be your starting point. Gain the competitive advantage you need to help scale your business in a meaningful, cost effective manner. Plancheckr serves as a practice management tool designed to help you meet your fiduciary responsibility. plancheckr.com

How will you stand out from your competition? Financial advisors claim to be different from one another, when in reality they are all very much alike. Set yourself apart from other advisors with Plancheckr, the perfect tool to help you grow your business in a meaningful manner.

Getting started with Plancheckr is fast and easy. Protect your clients, scale your business, and save valuable time with Plancheckr. Activate your free trial now! youtube.com/watch?v=p7EpC1…

It is vital to adapt to the rapid technological advances being made in order to stay ahead of the competition. Read this article to see the technology challenges advisors are facing and how to overcome these challenges. 401kspecialistmag.com/technology-key…

As the only CEFEX certified investment support software, Plancheckr helps you scale your business in a capable, cost-effective manner. Plancheckr is committed to innovating and facilitating the way in which businesses operate. Start your free trial today! plancheckr.com

Plancheckr's built-in workflow tool acts as your ally be keeping plan documents up to date and secure. Schedule a demo or start your FREE trial today! plancheckr.com documentcloud.adobe.com/link/track?uri…

Corn Pop was a BAD dude!

The TWA Hotel at JFK has something I’ve never seen in a hotel before. A little ledge by the door handle. How often have you spilled coffee, etc, while trying get your room key out of your pocket? Ingenious. Why don’t all hotels have this?

The moon over the TWA tote board at TWA Hotel! JFK!!!

Opinion: Joe Biden Forced Ukraine to Fire Prosecutor for Aid Money wsj.com/video/opinion-…

Simply Amazing, Must Watch: Joe Biden Forced Ukraine to Fire Prosecutor for Aid Money wsj.com/video/opinion-…

So, it seems like Ukraine is a tennis ball and Hunter Biden is the foul line! “Let's get real: Democrats were first to enlist Ukraine in US elections” | TheHill thehill.com/opinion/campai…

Allegations of an aggressive sales culture at Fisher (unrelated to the Tiburon comments, but now coming to light as journalists dig into FTC complaints?)... "Fisher Investments won't take no for an answer, prospects say" bit.ly/2NRSCWz

MichaelKitces One of my partners in our RIA gets hounded regularly by Fisher. Each time he tells them he owns an investment company and that there is zero chance of him moving assets to Fisher. Yet like clockwork they keep bugging him.

“Here Rests In Honorable Glory A Comrade In Arms, Known But To God.” Pictures from Normandy. Freedom is not Free. Thank you Veterans!