Monthly Archives: November 2012

The Value Of A Good ERISA Fiduciary

My latest JDSupra.com article can be found here.

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Ascensus merges with ExpertPlan

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

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

My latest JDSupra.com article can be found here.

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Advisors Advantage

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

My latest JDSupra.com article can be found here.

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Alive and Well

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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