Author Archives: admin

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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How 401(k) Financial Advisors Can Breakthrough to the “Next Level”

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

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The Search for the Right TPA

Based on my articles regarding payroll provider third party administrators, I was quoted in this great PlanSponsor.com article.

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Dealing with adversity

I’m a huge Aerosmith fan since high school and it’s because the music resonates with me because it reminds me of the experiences that I have gone through life, which had some adversity and accomplishment. The lyrics from Dream On … Continue reading →

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The Law Firm Review

My latest newsletter can be found here.

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How Plan Sponsors Can “Reboot” and Improve Their 401(k) Plan

My latest JDSupra.com article can be found here.

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Retirement plans aren’t paint by numbers

I grew up in the 1970’s and 1980’s, so many of the toys I had are a little quaint when you see the toys of today. I had Star Wars figures, but outside of Luke, Leia, Chewbacca, and C3P0, I … Continue reading →

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Revenue Sharing is becoming the 401(k) Leisure Suit

When I was a child, I remember bringing the soundtrack to Saturday Night Fever for my first grade class’ Chanukah party (I went to a Jewish day school). To this day, I still don’t how to operate a record player. … Continue reading →

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