Monthly Archives: August 2014

You Might Have a Problem With Your Retirement Plan When…

My latest JDSupra.com article can be found here.

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Finding Missing Participants

Missing plan participants is one of the major issues when people leave employment and the plan sponsor has lost touch with them. After their last day of service, some plan participants fall off the face of the earth. The problem … Continue reading

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Prune those 401(k) Plan Investment Lineups

We are a nation of over abundance and we should be grateful for that. The problem is that over abundance can lead to a life of excess. We are often told that more is more and the problem is that … Continue reading

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The Small Things that Create the Biggest Problems for 401(k) Plan Sponsors

My latest JDSupra.com article can be found here.

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How Good the Advisor is often based on how well they play with other plan providers

What makes a good retirement plan financial advisor? Well it takes an attention to detail, an understanding of what the role to entails, and a dedication to the client. In addition, what I find is the way a good financial … Continue reading

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An Education Policy Statement is not Magic

Any type of item that keeps you in health is a good thing as long as you use it. So the floss I bought after my last checkup and the exercise equipment that I bought my wife a few years … Continue reading

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Mistakes that 401(k) Plan Sponsors Should Avoid, But Do Anyway

My latest JDSupra.com article can be found here.

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Watch out for Biased and Paid Opinions/Studies

I would say that if that if you ask a retirement plan expert for their opinion, 3,000 experts will yield 5,000 opinions. It’s great to be opinionated, but for the plan sponsor, it can be a bit confusing. The problem … Continue reading

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For 5 Basis Points More

Ever since I graduated school, I have gone to the same car mechanic for the past 16 years. Maybe Ralph is a couple of dollars more than someone else, but he’s always honest. He’s the type of businessman who shows … Continue reading

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Advisors Advantage

My latest newsletter geared towards financial advisors can be found here.

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