Blog

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.

LEARN MORE >>

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!

http://www.cefex.org/registrationDetails.aspx?reg=10181

http://www.cefex.org/registrationDetails.aspx?reg=10177

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.

Announcing Referral-EDGE

We are pleased to bring you Referral-EDGE, an interactive, web-based tool developed by Infinata, Inc., and customized for National Financial clients. Referral-EDGE taps into an extensive database of timely, relevant, and public information on high-net-worth individuals, retirement plans, centers of influence (COIs), foundations, and endowments. It can help you gain insight into your existing clients, uncover qualified prospective clients, and network with influential professionals. Use it to help develop richer relationships and uncover strong connections for referrals. Contact Paul Edwards (pedwards@macg.com) for more information.

LEARN MORE >>

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.