Monthly Archives: October 2014

Be accountable as a Plan Provider

People don’t like to be accountable for the most part. It’s just human nature to blame someone else. Heck, I used to do it at work and I still do it at home. When I was working at that law … Continue reading

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SaverNation 2.0

SaverNation is one of the best ideas out there in the 401(k) marketplace. It can reward 401(k) plan participants an opportunity to save money in their 401(k) plan by making product purchases online. SaverNation has recently updated its website and … Continue reading

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The Law Firm Review

My latest newsletter can be found here.

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Retirement Plan Sponsors Should Know Their Role as Plan Fiduciaries

My latest JDSupra.com article can be found here.

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The 2015 Retirement Plan Limits are in

The Internal Revenue Service (IRS) announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2015. The elective deferral (contribution) limit for employees who participate in 401(k), 403(b), most 457 plans, and … Continue reading

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Advisors should help grow Client’s assets

If you are a financial advisor, more assets under management equal more money. So that means a financial advisor working in their 401(k) plan space should do their best to making sure that their Plans get bigger n the asset … Continue reading

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Being a long term Plan Provider can be a bad thing too

Being a long time plan provider for a client can be a good thing and it can be a bad thing. While having a long time base of clients is great for business and indicative of client satisfaction, it can … Continue reading

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How to Pick Your Retirement Plan Providers

My latest JDSupra.com article can be found here.

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Plan sponsors should replace the bad Bad Plan Decision Makers

If your company’s retirement plan got into some trouble because the powers that be who run the plan (whether it’s the C.E.O., human resources director, or retirement plan committee) took their eye off the plan, it may be a time … Continue reading

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Limiting Plan Sponsor Liability: The Board Game

After the downstairs play area was rebuilt after Hurricane Sandy, my wife went on a toy-buying spree to replace the board games we lost thanks to the five feet of water. My wife loves board games and the kids do … Continue reading

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