Welcome to the Simple Advisor Tools Blog

Welcome to the Simple Advisor Tools blog! We're excited to launch this resource center dedicated to helping financial advisors navigate the complexities of rollover analysis and DOL compliance.

What You'll Find Here

Our blog will cover essential topics including:

• PTE 2020-02 Compliance - Detailed guides on meeting DOL requirements
• Rollover Analysis Best Practices - Step-by-step guidance for analyzing 401(k) to IRA rollovers
• Form 5500 Insights - How to leverage plan data for better client outcomes
• Tool Comparisons - Honest reviews of rollover analysis software
• Industry Updates - Stay current on regulatory changes

Why We Created This Blog

As financial advisors ourselves, we understand the challenges of staying compliant while serving your clients' best interests. The regulatory landscape can be confusing, and finding reliable, practical guidance isn't always easy.

That's why we're committed to providing clear, actionable content that helps you:

• Understand DOL requirements in plain language
• Implement efficient compliance workflows
• Make better recommendations for your clients
• Save time with automated tools and processes

Get Started

Ready to streamline your rollover analysis process? Try our tool free for 14 days - no credit card required.

Have questions or topics you'd like us to cover? We'd love to hear from you. Stay tuned for more helpful content coming soon!