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JDSupra
Categories
Monthly Archives: August 2014
You Might Have a Problem With Your Retirement Plan When…
My latest JDSupra.com article can be found here.
Posted in 401(k) Plans, Retirement Plans
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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
Posted in Retirement Plans
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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
Posted in 401(k) Plans, Retirement Plans
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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.
Posted in 401(k) Plans, Retirement Plans
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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
Posted in 401(k) Plans, Retirement Plans
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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
Posted in 401(k) Plans, Retirement Plans
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Mistakes that 401(k) Plan Sponsors Should Avoid, But Do Anyway
My latest JDSupra.com article can be found here.
Posted in 401(k) Plans, Retirement Plans
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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
Posted in 401(k) Plans, Retirement Plans
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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
Posted in 401(k) Plans, Retirement Plans
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Advisors Advantage
My latest newsletter geared towards financial advisors can be found here.
Posted in 401(k) Plans, Retirement Plans
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