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 been contemplating how tax reform could impact my business and what strategic choices might benefit my company most. We have finally got to lay eyes […]

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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, don’t miss this event in 2018. While I was in Vegas The Retireholi(k)s had the opportunity to film several episodes in a new visiting guest […]

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