Category Archives: 401(k) Plans

Reminding me of that coffee scene in Airplane II, I worked at a place where we didn’t the greatest benefits and the raises were not the greatest. When it came to information, we were always on a need to know … Continue reading →

My latest JDSupra.com article can be found here.

I was proud to appear as a guest on this great program for 401(k) financial advisors. Click here for the program.

“In Vegas, everybody’s gotta watch everybody else. Since the players are looking to beat the casino, the dealers are watching the players. The box men are watching the dealers. The floor men are watching the box men. The pit bosses … Continue reading →

I had the pleasure of speaking at a great, Great West Third Party Administrator (TPA) Council meeting in Colorado Springs. I already enjoyed giving my presentation because of the constant banter among TPAs on how to best handle marketing and … Continue reading →

My newsletter geared towards financial advisors can be found here.

My latest JDSupra.com article can be found here.

A man who held himself out to be an “independent fiduciary” was just sentenced to 17 years in prison for stealing $5 million in assets from multiple employer plans he was running in a bid to buy a ski resort … Continue reading →

Everyone has an opinion, but I think the independent opinion that is guided by beliefs and not by pay is far more important than the opinion that is greased by greed. I had lunch with my local neighborhood third party … Continue reading →

My latest newsletter can be found here.