Category Archives: Retirement Plans

They aren’t laughing anymore

Posted on December 15, 2014 by admin

Maybe it’s an insecurity of mine, but I always felt and still do that there are many times that I haven’t been taken seriously. There were family situations and professional situations where that came to be and it wasn’t a … Continue reading →

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Plan Sponsor maybe wise to get a second opinion

Posted on December 14, 2014 by admin

If you don’t feel right and you go to the doctor and you get some grim or fantastic news about your health, isn’t it a good call to get a second opinion? Especially with certain types of cancer, speaking to … Continue reading →

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End of Year Tips for The 401(k) Plan Sponsor

Posted on December 13, 2014 by admin

My latest JDSupra.com article can be found here.

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USA Today

Posted on December 9, 2014 by admin

Proud to have been quoted in USA Today for an article on plan participant concerns with their mutual fund lineup. Please click here for the article.

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The Road to Hell is Paved with Good Intentions

Posted on December 8, 2014 by admin

One of my favorite sayings is that “the road to hell is paved with good intentions.” To me, it means that good intentions could have some bad results. A big part of my practice has been helping advisors and brokers … Continue reading →

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Advisors Advantage

Posted on December 8, 2014 by admin

My newsletter geared towards retirement plan professionals can be found here.

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Pearls of “Wisdom” for 401(k) Plan Providers

Posted on December 6, 2014 by admin

My latest JDSupra.com article can be found here.

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The Need to Vett Plan Providers

Posted on December 1, 2014 by admin

The times that I have had trouble with a contractor or other type of business provider is when I didn’t bother to check their reviews.   Of course had I known the waterproofing company that I used for my downstairs … Continue reading →

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Stuff That Prospective 401(k) Plan Providers Tell You That’s True

Posted on December 1, 2014 by admin

My latest JDSupra.com article can be found here.

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The Rosenbaum Law Firm Review

Posted on December 1, 2014 by admin

My latest newsletter can be found here.

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