Blog

New Opportunity to Join Our Denver Team

We are looking for a person to provide a positive experience for retirement plan consulting clients through the development and maintenance of strong relationships with clients. Serve as a liaison between the plan sponsor, record-keeper and retirement plan consultant in order to resolve any plan…

Resources Digitally Signs a Deal with Agreement Express

November 15, 2017 – Resources Investment Advisors, Inc. signed a deal with Agreement Express providing prospective affiliate firms faster, smarter, and easier on-boarding. This deal will close the gap with the ability to move transitions of advisors from a multi-month process to a multi-day process. What used to…

2017 Financial Times 401 Top Retirement Plan Advisers

  September 27, 2017 – Bukaty Companies Financial Services is pleased to announce that Vince Morris has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution…

It’s Going To Be a Huge Sea Change!

Millions of Baby Boomers, with trillions of dollars’ worth of assets, are reshaping the retirement planning world. But three other generations, with starkly different time horizons, are chasing dreams of their own. For each, the path to retirement success will differ. Check out what Vince Morris had to say…

Quarterly Economic Review – Summer 2017

Nothing goes with roman candles, hot dogs, and general Independence Day melee like an economic commentary from your friendly neighborhood portfolio management team.  Linked here you will find our overview of the investment markets as we pass the half-way mark of 2017.  More importantly, we…

Bukaty’s FreedomTrust Making Headlines

A little-known alternative to multiple employer plans (MEPs) is gaining popularity with advisory firms. Some advisory firms are replacing MEPs with 81-100 trusts as a way to deliver scalable fiduciary investment services to the small 401(k) market. Last year, we partnered with Empower Retirement to…

New Financial Planning Platform Partnership

Resources Investment Advisors, Inc. Announces Partnership with The RightCapital Financial Planning Platform RIA will use RightCapital’s dynamic financial planning capabilities as part of their national financial wellness program. New Haven, CT and Overland Park, Kansas (May 2, 2017) – Resources Investment Advisors, Inc. (RIA), a…

NAPA 2017 401(k) Summit

This past March, Bukaty team members attended the NAPA 2017 401(k) Summit in Las Vegas Nevada. The 401(k) Summit is where those who work with 401(k) plans come together and connect with others in the industry. Our team members use this event as an opportunity to…

4.01K Race for Financial Fitness

In 2015, Jason Chepenik and Chepenik Financial hosted the very first 4.01k Race for Financial Fitness benefiting Junior Achievement with a very simple goal. They wanted to bring attention to the fact that too many kids are growing up without basic financial literacy. Many kids don’t know…