Monthly Archives: September 2013

Too often brokers and financial advisors think about their client’s retirement plan needs and only think about the 401(k) plan. It’s understandable based on their lack of understanding retirement plan basics, but it’s not when there are a vast selection … Continue reading →

One of the problems with being a plan sponsor is trying to make sure that when it comes to the interaction and work of plan providers that the “ball” isn’t dropped. The problem for the plan sponsor, most of the … Continue reading →

I was quoted in this Consumer Reports article.

Sometimes there will be a proclamation in retirement plans that something is the best thing since sliced bread. I guess when someone first used a knife to cute bread that must have been a big deal too. But the fact … Continue reading →

An article featuring many of my tips can be found on this BenefitsPro article.

My latest JDSupra.com article can be found here.

When I started my own law practice 3 years ago, it was a struggle. To this day, it’s still a struggle. When I started my own practice, I really tried to develop relationships with financial advisors and third party administrators … Continue reading →

My latest newsletter can be found here.

My latest JDSupra.com article can be found here.