Monthly Archives: July 2014

Yeah, I know, Everyone does it

Posted on July 7, 2014 by admin

I was never part of the in crowd. Look at my picture, could I ever be in the “in crowd”? I’m always the odd one out, that’s why I dressed up as the Rodney Dangerfield character, Al Czervik from Caddyshack … Continue reading →

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Advisors Advantage

Posted on July 7, 2014 by admin

My latest newsletter geared towards retirement plan professionals can be found here.

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A 401(k) Financial Advisor Shouldn’t Refer a TPA Just Because They’re Cheap

Posted on July 2, 2014 by admin

My latest JDSupra.com article can be found here.

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Some Plan Sponsors will cut their nose to spite their face

Posted on July 1, 2014 by admin

I used to spend much time trying to explain irrational behavior through rational thought and it’s really impossible. If you’re a plan provider, don’t waste your time doing that. There are some plan sponsors out there that would rather cut … Continue reading →

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