The CARES Act & the Impact for 401(k) Plan Participants

The CARES Act & the Impact for 401(k) Plan Participants

In a continued effort to provide Plan Participants with as much information as possible in these trying times, BLBB Plan Services has prepared the following information on how the CARES Act may impact your Retirement Plan benefit.  This is not legal advice, rather it...

The CARES Act & the Impact for 401(k) Plan Participants

The CARES Act & the Impact on your Retirement Plan for Plan Sponsors

In a continued effort to provide Plan Sponsors and their employees as much information as possible in these trying times, BLBB Plan Services has prepared the following information on how the CARES Act may impact your Retirement Plan and Employees.  This is not legal...

List of Client Services

List of Client Services

Individuals, Families, and Trusts Investment Management (for individual, joint, retirement, education, trust, and endowment accounts) Develop customized asset allocation parameters based upon your risk/reward assessment, time horizon, goals, and other pertinent...

BLBB Advisors Operations Update

BLBB Advisors Operations Update

We hope this email finds you and your loved ones safe and healthy. These are stressful and uncertain times and we are here to provide support and address your questions and concerns. The COVID-19 crisis has created many challenges, changing day-to-day life routines in...

1099 Friendly Reminder

1099 Friendly Reminder

1099 Friendly ReminderPlease do not forget that if your account(s) transitioned to Pershing during 2019, you will be receiving two 1099s for each account — one from Pershing and one from your prior custodian. Your Pershing 1099 will cover the time period when your...

 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500