Tag: Retirement Plans
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401(k) Shipwreck
Email-advertisement blasts about the Safe Harbor deadline are littering my inbox. Usually these emails are accompanied by some picture of a Ship or Harbor or something equally lame and lacking creativity. The email-advertisement is intended for Plan Advisors and as a reminder for them to think of their new plan start-up prospects. The October 1st […]
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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 past ten years have been Fiduciary Liability, Fee Regs and then Retirement Readiness. What is the industry next big buzzword? Or am a doing a disservice by […]
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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 on airplane from Seattle to San Francisco stuffed like a sardine between my 18 year old daughter and my 12 year old son, somehow I […]
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