Category Archives: Retirement Plans

The Value Of A Good ERISA Fiduciary

Posted on November 24, 2012 by admin

My latest JDSupra.com article can be found here.

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Ascensus merges with ExpertPlan

Posted on November 20, 2012 by admin

Ascensus just announced a merger with ExpertPlan. I remember when Ascensus was Bisys and when they bought the book of business from the third party administration (TPA) firm I was affiliated with at the time, CBIZ Retirement Services Inc. in … Continue reading →

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Facts that Some Retirement Plan Providers Hide From Their Clients

Posted on November 16, 2012 by admin

My latest JDSupra.com article can be found here.

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As Plan Sponsor, How You Can Prepare For a 401(k) Hurricane

Posted on November 11, 2012 by admin

My latest JDSupra.com article can be found here.

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Advisors Advantage

Posted on November 5, 2012 by admin

My latest newsletter geared towards financial advisors, can be found here.

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Free Resources a Financial Advisor Can Use to Grow Their 401(k) Plan Book of Business

Posted on November 5, 2012 by admin

My latest JDSupra.com article can be found here.

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Alive and Well

Posted on November 3, 2012 by admin

For those asking, my house took in 10 feet of water and both cars were destroyed. Thankfully, my family is alive and well. Will get back to the business of entertaining you with my opinions shortly.

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Law Firm Review

Posted on October 29, 2012 by admin

My latest newsletter can be found here.

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Why Plan Sponsors Should Avoid Using Their Payroll Provider as Their 401(k) TPA

Posted on October 27, 2012 by admin

My latest JDSupra.com article can be found here.

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Cash-back reward 401(k) system builds retirement savings

Posted on October 23, 2012 by admin

A nice mention of me as well as SaverNation in BenefitsPro.com. The article can be found here.

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