Bringing the Fun To 401(k) Advisor Conferences

Friday, November 9, 2018, 9:00 am – 2:00 pm

Citizens Bank Park, Philadelphia

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November 9, Citizens Bank Park

Beyond Impossible Vegan Burgers

I’m certainly no vegan especially with my last few years of weight again, but I’m always trying to eat healthier. &n...


IRS approves tying student loans to 401(k) employer contributions

The Internal Revenue Service (IRS) issued a private letter ruling which allowed an unnamed employer (some say it’s pha...


Anyone can be a TPA and that’s a problem

With apologies to Tod Higgins (played by Keanu Reeves) in “Parenthood”, you need a license to practice law to be an ...

Master Sgt. David Dines changes out the film aboard an OC-135B Open Skies observation aircraft during pre-flight checks Jan 16, 2010 at Joint Base Andrews, Md. The OC-135B is used to conduct observation flights in support of the Open Skies Treaty. The OC-135B is with the 45th Reconnaissance Squadron, Offutt AFB, Neb. (U.S. Air Force photo/Airman 1st Class Perry Aston)

Most TPAs are in the administration business, some are not

I have a friend who is an insurance agent and she was looking for a new TPA (third party administrator) for her clients...


That 401(k) Conference to hit Philly this November

That 401(k) Conference will be at Citizens Bank Park this fall. On Friday, November 9th, the most 401(k) advisor event w...


The problem with consolidation in the TPA business

Every week, I check the headline on and the news part usually involves one or tow purchases of third ...