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LightPoint Portfolios
Robust Faith-Based Investing Solutions for Financial Advisors and Retirement Plans
LightPoint Portfolios
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  • ABOUT US
    • WHY FAITH-BASED INVESTING
    • OUR STRATEGIES
      • MUTUAL FUND / ETF
      • SELECT EQUITY
      • OUR COMMITMENT TO PERFORMANCE PRESENTATION
    • OUR STORY
    • INVESTMENT COMMITTEE
  • BUSINESSES
  • MINISTRIES
  • FINANCIAL ADVISORS
    • LIGHTPOINT™ FOR ADVISORS
    • CREATIVE FINANCIAL DESIGNS (CFD)
    • CAMBRIDGE INVESTMENT RESEARCH
    • ORION PORTFOLIO SOLUTIONS
    • CAREERS
    • SUBADVISORY PORTAL
    • BWC ADVISOR PORTAL
    • SOLICITOR PORTAL
  • INVESTORS
  • RESOURCES
    • BLOG
    • FAQs
    • IN THE NEWS
    • I FOUND JESUS IN THE STOCK MARKET
    • INDIVIDUAL FINANCIAL PLANNING
  • SCHEDULE A CALL

Monthly Archives: February 2023

401k Advisor Interview

Questions to Ask Potential 401(k) Advisors

Advisors, Plan SponsorsBy David BlackFebruary 15, 2023

Questions to Ask Potential 401(k) Advisors According to a recent survey, 47% of plan sponsors are looking for a new plan advisor[1]. Are you one of them? If you’re actively looking for a new advisor for your plan or even if you’re just looking as part of a regular due diligence process, here are 6…

US Capitol Building

What Should Plan Sponsors Know About SECURE Act 2.0?

Advisors, Plan SponsorsBy David BlackFebruary 6, 2023

What Should Plan Sponsors Know About SECURE Act 2.0? By Jake Preston Improving retirement readiness seems to be the one thing Congress can agree on! SECURE Act 2.0 was signed into law by President Biden on December 29, 2022 as part of a larger spending package passed by Congress. If you remember, the original SECURE…

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