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

Details those hardship requests

When I draw up a new 401(k) plan for a client, I tend to be liberal in distribution provisions by allowing loans, in-ser...


The problem with nepotism

When you have a family run business, nepotism is in a strong possibility when the children get involved. When my local s...

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...


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 ...