Category Archives: Retirement Plans

As a retirement plan provider, tools like Brightscope, fi360, Fiduciary Benchmarks, and FRA Plan Tools among others, are great resources to prospect prospective clients. Thanks to the information provided on the Form 5500, these tools can let you know about … Continue reading →

I was a fit at my old law firm sort of like how my son’s toddler clothes fit him at age 7.  I wasn’t a good fit because I didn’t take myself too seriously, I tried to push for flat … Continue reading →

My latest JDSupra.com article can be found here.

Regardless of the business you’re in, one of the worst thing you can do in being the decision maker for your retirement plan is that you know better than most retirement plan professionals. No plan sponsor likes to get the … Continue reading →

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

My latest JDSupra.com article can be found here.

My latest newsletter can be found here.

I made peace with one of the biggest enemies I had professionally and it’s something I’m proud of. We both admitted we were wrong and acted in haste because of a lack of communication and it was good for business … Continue reading →

My latest JDSupra.com article can be found here.