(k) Assets
What You'll Learn
There’s now a solution that can empower you to manage a clients’ held-away holdings such as those held in a 401(k). Join me for this webinar to see how the FeeX platform can enable you to execute a sell, buy or exchange order on behalf of…
Tom Dickson
Financial Experts Network
I'm here to help! Whether you have questions about our membership plans, CE options, or need guidance on the right program, reach out below — a member of our team (often me) will get right back to you.
Have a Question?
We're Here to Help.
Get expert answers about our membership options, CE programs, webinars, pricing, and more. Call now or request a call back — we're happy to help.
There’s now a solution that can empower you to manage a clients’ held-away holdings such as those held in a 401(k). Join me for this webinar to see how the FeeX platform can enable you to execute a sell, buy or exchange order on behalf of their clients, opening avenues of opportunity for you to add value and improve financial outcomes for your clients.
Note that the advantages of managing a client’s held-away assets to clients go beyond centralized planning and tax benefits. “Studies show that professionally managed 401(k) accounts perform 3.32 percent better than individually managed accounts, net of fees,” noted Yoav Zurel, FeeX founder and CEO. “This can add 79 percent additional growth over 20 years for a client, even after accounting for costs. As life expectancy continues to increase, it is critical for investors to benefit from proper management and growth of their retirement accounts.