Author Archives: admin

Looking Beyond the 401(k) for Advisors

Posted on September 21, 2015 by admin

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 →

10 Things About Retirement Plans That Employers Should Know

Posted on September 20, 2015 by admin

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

Posted in 401(k) Plans, Retirement Plans | Leave a comment

401(k) Plans Don’t Have To Be That Dangerous

Posted on September 16, 2015 by admin

Thalidomide was supposed to be the wonder drug that helped women manage morning sickness until they discovered it caused birth defects. Asbestos was supposed to be the ultimate fire resistant material that was later found out to cause mesothelioma when … Continue reading →

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Yesterday’s Top Funds in Today’s 401(k) Fund Lineup

Posted on September 14, 2015 by admin

If you ever want to know what the top mutual funds were 3-5 years ago, you can look at the mutual fund lineup of many 401(k) plans today. While it may sound like a joke, it isn’t. Too many 401(k) … Continue reading →

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10 Tips For The New Retirement Plan Sponsor

Posted on September 12, 2015 by admin

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

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Good Idea to Look At Small Plans

Posted on September 9, 2015 by admin

I’ve been a big baseball fan since I was 7 and one of the great things is remembering when baseball stars were just minor league prospects. I remember when Mets stars like Dwight Gooden, Daryl Strawberry, and David Wright were … Continue reading →

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