Yearly Archives: 2012
InfoxChange webinar: Building an Effective Retirement Plan Sales Presentation
A key part of the retirement plan sales process is developing an effective sales pitch that displays your capabilities, demonstrates your client focus and differentiates your services from the competition. Mid Atlantic Trust Company is proud to present Franklin Templeton Investments to help you assess the services you bring to the equation, and understand some key points plan sponsors are looking for.
Title: Mid Atlantic InfoxChange: Building an Effective Retirement Plan Sales Presentation
Date: Thursday, December 13, 2012
Time: 4:00 PM – 4:30 PM EST
After registering you will receive a confirmation email containing information about joining the Webinar.
System Requirements
PC-based attendees
Required: Windows® 7, Vista, XP or 2003 Server
Mac®-based attendees
Required: Mac OS® X 10.5 or newer
Mobile attendees
Required: iPhone®, iPad®, Android™ phone or Android tablet
Space is limited: Reserve your Webinar seat now at: https://www2.gotomeeting.com/register/433541610
Turbo Tax link for myStreetscape users
Users of myStreetscape will be able to access National Financial produced tax forms for import into TurboTax beginning on or about February 4, 2013.
The following forms will be eligible for import:
- 1099-B
- 1099-DIV
- 1099-INT
- 1099-OID
- 1099-R
More information, including instructions for importing into TurboTax, will be sent to our registered representatives via email before year-end.
ModelxChange expansion
Mid Atlantic would like to share with you the latest news regarding ModelxChange®. ModelxChange® is ideal for those Professional Money Managers, Investment Advisors, and Plan Record Keepers who want to stay on the forefront of the 401(k) marketplace, and are interested in maintaining a larger share of the generated revenues. It is also a great platform for high net worth accounts.
If you would like more information on ModelxChange®, please contact Brian Lenz or John Hufnagel at MATC by calling 1-800-693-7800.
July Business Services receives CEFEX certification
Congratulations are in order to one of Mid Atlantic Trust Company’s Third Party Administration and Record Keeping partners, July Business Services, Inc. for receiving certification from the Center for Fiduciary Excellence (CEFEX) for both plan administration and record keeping. The receipt of these two certifications is surely an accomplishment and well deserved. Congratulations July Business Services, keep up the great work!
InfoXchange webinar: 401(k): The Plan of Opportunity
Mid Atlantic Trust Company is proud to present Managing Director of Retirement Plan Services at Brinker Capital, Bill Simon, to discuss the opportunities present in the retirement plan marketplace.
Bill will show you how to better communicate with plans sponsors regarding their fiduciary responsibility and the merits of outsourcing that liability to a 3(38) advisor. He will also provide a long term secular market outlook and highlight how managed accounts fit into that context.
Lastly, Bill will present a cutting edge benchmarking and diagnostic tool which can help you uncover retirement plan opportunities.
Title: Mid Atlantic InfoXchange: 401(k): The Plan of Opportunity
Date: Monday, September 24, 2012
Time: 4:00 PM – 4:30 PM EDT
After registering you will receive a confirmation email containing information about joining the Webinar.
System Requirements
PC-based attendees
Required: Windows® 7, Vista, XP or 2003 Server
Mac®-based attendees
Required: Mac OS® X 10.5 or newer
Mobile attendees
Required: iPhone®, iPad®, Android™ phone or Android tablet
Space is limited. Reserve your Webinar seat now at:
https://www2.gotomeeting.com/register/991487306
408(b)2 Fee Disclosure
Mid Atlantic announces release to customers of its newly developed technology that successfully fulfills the Department of Labor’s retirement plan fee disclosure requirements. The intent of these disclosures is to assist account owners in identifying conflicts of interest and to determine whether the fees for services rendered are reasonable.
Our initial disclosure, delivered electronically to the designated statement contact of the plan, describes the services provided by Mid Atlantic and the amount and source of payment for those services. If there is an another contact to whom you believe the disclosure should be directed, please contact your Relationship Manager at 412.391.7077.
MA National Conference 2012
This year’s conference was our best yet! Held at the beautiful, historic Hotel Don CeSar at St. Pete Beach, it was two days of great presentations, networking, and fun in the sun. We would like to thank all those who participated in this event.
Congratulations to advisor Jeffrey S. Fishman, featured in the April 2012 issue of Financial Planning magazine
April 2012 – Jeffrey S. Fishman of JSF Financial is a Mid Atlantic advisor recently featured in Financial Planning magazine. He is pictured here on the cover with his client, actor Jeremy Sisto.
InfoXchange
Mid Atlantic Trust Company is excited to bring to you a new monthly educational series, InfoXchange. Throughout this series, we will discuss industry wide topics such as fee disclosure, fiduciary status and definitions, and offer training related to the various tools and services provided by MATC. Our goal is to arm you with the knowledge and tools you need to grow your practice. Contact Brian Lenz (blenz@macg.com) for more information.
Congratulations to Agency Trading Group on their recent award for equity execution quality
Minneapolis – February 1, 2012
Agency Trading Group (ATG) was recently awarded Institutional Investor Magazine’s number three ranking for execution quality amongst 677 U.S. brokerage firms. ATG provides trade execution and research services to institutional investors via a tri-party broker-dealer relationship with Mid Atlantic Capital. LEARN MORE >>