401(k) Advisors – The New Breed
I shouldn’t write this blog post, this is going to make some people mad…oh screw it, here is my artistic, smashed together grammatical failure and rant of the vibe I … Continue Reading 401(k) Advisors – The New Breed
TPA Revenue Sharing Exposed
Quick Fact: My firm made over $400,000 in revenue share last year. I only share this information as I think readers appreciate a transparent peek into real world numbers and … Continue Reading TPA Revenue Sharing Exposed
The 401k Boogie Man
401(k) Tort Terror, 401(k) Boogie Man, Sector Pariah….these are just a few of the names used to label Jerry Schlichter. “Mr. Schlichter and his firm Schlichter Bogard & Denton have … Continue Reading The 401k Boogie Man
Will Current Tax Reform Impact My Business?
Tax reform is dominating the 401(k) headlines and more importantly it is weighing on the minds of business owners. As the owner of a Third Party Administration firm I have … Continue Reading Will Current Tax Reform Impact My Business?
Plan Sponsor and Plan Advisor – Marriage Counseling
I was recently in Las Vegas for the Excel 401k: The Advisors Conference. The event was once again off the chain. If you are serious about the retirement plan biz, … Continue Reading Plan Sponsor and Plan Advisor – Marriage Counseling
If I Hear The Words “Retirement Readiness” Again, I Think I Might Lose My Sh*t
If I hear the words “retirement readiness” again…I think I might lose my shit. It’s not that I’m not an advocate of the whole concept, because I am. My problem … Continue Reading If I Hear The Words “Retirement Readiness” Again, I Think I Might Lose My Sh*t
The 401(k) Magic Trick
Q: What does the ”ADP” in ADP Test stand for? A: Average Deferral Percentage – WRONG! A: Always Discriminate Properly – NOPE It stands for ACTUAL DEFERRAL PERCENTAGE, because we … Continue Reading The 401(k) Magic Trick
Financial Wellness: Industry Buzzword or 401(k) Value Add?
You can always count on the Retirement Plan Industry to be drumming up new concepts Advisors can utilize to add value when working with Plan Sponsors. The hot topics of the … Continue Reading Financial Wellness: Industry Buzzword or 401(k) Value Add?
Buyer Beware: Dishonest 401k Sales Tactics
The Plan Sponsor Council of America was putting together speakers for the prestigious entity’s 70th Annual National Conference. The event would held at the iconic Drake Hotel in Chicago and the … Continue Reading Buyer Beware: Dishonest 401k Sales Tactics
To Hell With Your 401(k) Hidden Fees
I was standing in front of 50+ people and giving a kick-ass 401k education meeting, the Advisor we were working with wasn’t comfortable with public speaking and I was happy … Continue Reading To Hell With Your 401(k) Hidden Fees
Are You Kidding Me? Forfeiture Rule Changes
It is time for celebration, especially if you are Nerdy Chad…he prefers to be called Mr. 401k…but more on that later. What is the cause for celebration? Those cool dudes … Continue Reading Are You Kidding Me? Forfeiture Rule Changes
The Magic Staircase of 401k
If you are anyway involved in the sales of 401k plans, you know how difficult it can be to help a Plan Sponsor understand all the details that go into … Continue Reading The Magic Staircase of 401k
Advisors and Social Media Mistakes
At this point in the game, if you are an Advisor and not active on social media it’s kind of like showing up to the golf course with wood clubs … Continue Reading Advisors and Social Media Mistakes
What is the ideal 401k Deferral %?
The optimum 401k percentage to save is the age old question that the industry often tries to answer. Is it 12%, 15%, 9% or 6%? Or is it do as … Continue Reading What is the ideal 401k Deferral %?
Your TPA Sucks
Two years ago we made some funny promo hats for an Advisor Golf Event we were sponsoring. The hats simply said “Your TPA Sucks” and were intended to get a … Continue Reading Your TPA Sucks
401k Marketing. It’s all about the climb.
I kept hearing that video marketing was the “new thing” and for years I had been discussing the idea with others at my company. Different ideas were brought up and … Continue Reading 401k Marketing. It’s all about the climb.
