Category Archives: Retirement Plans

There was a new 401(k) plan sponsor on which providers are associated with being a “good value for the money”. Providers Most Associated with “Good Value for the Money” Among all plan sponsors 1   Empower Retirement 2   Ascensus 3   Fidelity … Continue reading →

I worked for someone once who I thought was the biggest pain in the rear end and I think when I got older and started my own business, I finally understood where he was coming from. When I work on … Continue reading →

My latest JDSupra.com article can be found here.

I always believe that regardless of whether it’s business or in regular day-to-day life, that you can’t be everything for everybody. Being honest with that is only half the battle. A lot of times, I met folks who are interested … Continue reading →

One of my pet peeves out there is when you give a list of complaints to a business or an organization and they give the proverbial “shrug of the shoulders”. The “proverbial shrug” is basically the business or the organization … Continue reading →

My latest article can be found here.

Aside from my children and my wife, my favorite person of all-time was my grandmother Rose. She was the most selfless person I ever met, who was full of life, and love for family. When my grandmother decided she would … Continue reading →

I talk to a lot of advisors and I have many advisor clients around the country and one of the things that I keep on hearing is that even with fee disclosure regulations almost 4 years later, it is still … Continue reading →

My latest newsletter geared toward retirement plan providers can be found here.

My latest JDSupra.com article can be found here.