Category Archives: 401(k) Plans

My latest JdSupra.com article can be found here.

When I was fresh out of school and started my first job working for a third party administration (TPA), the paralegal that I was working with told me her experience with the retirement plan business that was pre-ERISA. Marge told … Continue reading →

Being a retirement plan financial advisor is a never-ending battle to maintain your book of business while trying to grow it. When it comes to networking and social media, I think the way you meet potential clients and potential sources … Continue reading →

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

My latest newsletter geared towards retirement plan providers can be found here.

My latest JDSupra.com article can be found here.

People don’t like to be accountable for the most part. It’s just human nature to blame someone else. Heck, I used to do it at work and I still do it at home. When I was working at that law … Continue reading →

SaverNation is one of the best ideas out there in the 401(k) marketplace. It can reward 401(k) plan participants an opportunity to save money in their 401(k) plan by making product purchases online. SaverNation has recently updated its website and … Continue reading →

My latest newsletter can be found here.

My latest JDSupra.com article can be found here.