Monthly Archives: August 2013

401(k) Study Group Blog Talk Radio

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

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Form 5500 as the Eye in The Sky

“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

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TPAs and letting clients know what they do

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

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Advisors Advantage

My newsletter geared towards financial advisors can be found here.

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So You Want To Be A 401(k) Financial Advisor?

My latest JDSupra.com article can be found here.

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