Plan Sponsor Challenge
I want to use this post to challenge Plan Sponsors. We all know that when you offer a retirement plan to your employees like a 401(k) plan it comes with … Continue Reading Plan Sponsor Challenge
Cheap 401k Fees Are Not The Answer
There seems to be a huge trend right now to lower costs associated with retirement plans like the 401(k). Now don’t get me wrong, I totally get it and I … Continue Reading Cheap 401k Fees Are Not The Answer
3(16) Imposters. Buyer Beware!
I fear that this blog post might come off sounding very soap-boxy, but to be totally honest I am pretty pissed. The concept of a 3(16) Fiduciary at it’s core … Continue Reading 3(16) Imposters. Buyer Beware!
Retirement Plan Advisor and Game Changer
What is a simple thing that a Plan Advisor can do right now to improve their offering and impress new potential clients? What would be a GAME-CHANGER? If I had to … Continue Reading Retirement Plan Advisor and Game Changer
401(k) Fees and Courageous Advisors
Let’s talk retirement plan fees and maybe more importantly the structure of these fees. If you work in this industry you are probably aware that the bulk of these fees … Continue Reading 401(k) Fees and Courageous Advisors
Rock Stars and Retirement Plan Professionals
I honestly believe there is a connection between an artistic Rock Star performance and building a successful retirement plan business. Let me explain……. As I write this post I am flying … Continue Reading Rock Stars and Retirement Plan Professionals
The Shortest Fiduciary Rule Summary Ever
I have mixed emotions writing about the New Fiduciary Rules, reason being is that I know everyone is being riddled with posts, email blasts, white papers, podcasts and webinars on … Continue Reading The Shortest Fiduciary Rule Summary Ever
Plan Advisors That Show They Get Sh*t Done Will Win New Plans
I have two concepts that I want to share with Retirement Plan Advisors that I think can positively impact their business in a huge way. Concept #1 Focus your business … Continue Reading Plan Advisors That Show They Get Sh*t Done Will Win New Plans
6 Ways 2 Be a Stronger Plan Advisor
Retirement Plan Advisors for years have been asking my firm (Plan Design Consultants, Inc.) if we could somehow provide them consistent access to 401k news, updates, current trends, white papers, … Continue Reading 6 Ways 2 Be a Stronger Plan Advisor
Why are Plan Advisors not doing this?
A Third Party Administration Sales Team gets a unique look at Advisor best practices and what works, fails and is trending. My team tells me that even in current day, … Continue Reading Why are Plan Advisors not doing this?
Blow them out of the water with 30min 401k reviews
“7 minute workout to the perfect body” or “15 minutes could save you 15% or more.” We have all heard the advertisements right? There is no place for this kind … Continue Reading Blow them out of the water with 30min 401k reviews
3 Bad Habits That Will Ruin Plan Advisors in 2016
Get ready everybody because 2016 is looking to a be a very big year in the world of retirement plans. Several things are all converging at once to create a … Continue Reading 3 Bad Habits That Will Ruin Plan Advisors in 2016
401k Census Aint No Joke
The 401k census is one of the most overlooked elements in the 401k world. This fact might surprise you because it is rarely discussed. I know, I know, not very … Continue Reading 401k Census Aint No Joke
Retirement Plan Advisors love volatile markets
Wow! The stock market has not been kind to the month of January 2016. Here is a News Flash for ya, the markets don’t always go up. That’s right, sometimes … Continue Reading Retirement Plan Advisors love volatile markets
This is not your Father’s work place
There is a revolution happening in the work place all over the country. It isn’t just Google and Facebook that are changing the way we experience the 9 to 5. … Continue Reading This is not your Father’s work place
My 3(38) can beat up your 3(38)
3(38) Fiduciary isn’t always what you think it is The Fiduciary Roles of 3(21), 3(38) and 3(16) continue to gain a ton of momentum in the retirement plan world. These … Continue Reading My 3(38) can beat up your 3(38)
