Monthly Archives: February 2015

Tread Carefully with Plan Provider Referrals

Posted on February 5, 2015 by admin

“When I introduce you, I’m gonna say, “This is a friend of mine.” That means you’re a connected guy. Now if I said instead, this is a friend of ours that would mean you a made guy. A Capiche?” – … Continue reading →

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Never give into disillusionment

Posted on February 4, 2015 by admin

If you start a retirement plan practice, it can be frustrating. Like I always say about thing in my life, “If it wasn’t a struggle, it wasn’t any fun”. Building a retirement plan practice isn’t easy because a stash of … Continue reading →

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Why bad funds remain in 401(k) plans

Posted on February 3, 2015 by admin

A few years ago, researchers from the business schools at the University of Indiana and the University of Texas at Austin looked at some data to try to figure out why many poor 401(k) investment choices linger on fund lineups. … Continue reading →

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The Rosenbaum Law Firm Review

Posted on February 2, 2015 by admin

My latest newsletter can be found here.

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Small Steps That Plan Sponsors Can Take To Limit Their Fiduciary Liability

Posted on February 1, 2015 by admin

My latest article from JDSupra.com article can be found here.

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