Category Archives: 401(k) Plans

A few weeks back, an advisor told me that a large bundled provider is offering some sort of hardship withdrawal service that allows participants to get a quick withdrawal as long as they state that they have an immediate and … Continue reading →

“When I introduce you, I’m gonna say, “This is a friend of mine.” That means you’re a connected guy. Now if I said instead, this is a friend of ours that would mean you a made guy. A Capiche?” – … Continue reading →

A few years ago, researchers from the business schools at the University of Indiana and the University of Texas at Austin looked at some data to try to figure out why many poor 401(k) investment choices linger on fund lineups. … Continue reading →

My latest article from JDSupra.com article can be found here.

I always say that plan providers need to stand out in the crowd. I follow my own advice and that’s how I tried to act when I started my law practice 5 years ago. I was pretty brazen in my … Continue reading →

My latest article for JDSupra.com can be found here.

My latest JDSupra.com article can be found here.

My latest newsletter geared towards advisors can be found here.

My latest JDSupra.com article can be found here

My latest JDSupra.com article can be found here.