Client Service

2014 Focus on the Future: Janus Labs Brings Art of WOW to Focus Conference

The Art of WOW starts now.

That was the leading message of Janus Labs Executive Director John Evans, who brought a bundle of energy and some...

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IRA Excesses & Recharacterizations: What You Need to Know

With the deadline for correcting ineligible IRA contributions fast approaching, it’s important to know how the IRS determines what contributions are ineligible and what you can do to help your clients comply. 

Excesses and recharacterizations...

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With TCA, You Have Choices for Executing ETF Trades

Trust Company of America believes in giving its clients the freedom to choose and build their business the way they want to. That’s why TCA currently offers clients five different options for executing ETF trades and plans to add four more execution sources in the near future. Neil Buckley...

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What’s the value of managed money in 401(k)s?

41% of advisors who attended the Genius Session said advisor knoweldge is the biggest hurdle for managed strategies in 401(k) plans.

For much of its 30-year history, the 401(k) industry has been slow to respond to the needs of plan participants....

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