Monthly Archives: February 2012

When Your Retirement Plan Document Becomes a Pain in the ________.

Posted on February 12, 2012 by admin

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

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That Pesky Loan Provision

Posted on February 8, 2012 by admin

They often say that the road to hell is paved with good intentions. I don’t know who said it first (I heard it was originated with St. Bernard, the saint, not the dog), but perhaps they were a 401(k) plan … Continue reading →

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The DOL’s Mixed Message or Strange Sense of Humor

Posted on February 7, 2012 by admin

Isn’t it funny that on the same day that the Department of Labor issues the final rule on the Section 408(b)(2) fee disclosure regulations that they issue proposed rules on adding annuities back into 401(k) plans? To me it’s a … Continue reading →

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Advisors Advantage

Posted on February 6, 2012 by admin

My latest newsletter can be found here.

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Another 12 Basic Retirement Plan Concepts That Every Financial Advisor Should Understand

Posted on February 4, 2012 by admin

My latest JDSupra.com article can be found here.

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Benchmarking your providers and blind faith

Posted on February 2, 2012 by admin

I had a contractor work on my house for a couple of projects. Frank installed a new front door, installed a garage, re-did the sheet rocking of a few rooms, and installed a new kitchen. We thought he was dependable … Continue reading →

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