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Bringing the Fun To 401(k) Advisor Conferences

Friday June 14, 2019, 9:00 am – 2:00 pm

Coors Field, Denver, CO

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retireh

The Retireholi(k)s to appear at That 401(k) National Conference

When I was working at the semi-prestigious law firm, I was castigated by the managing attorney (Sorry, Lois, which is a ...

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Less than a year to mandatory 403(b) Restatement

With May here, plan sponsors and plan provider may not be aware of an Internal Revenue Service (IRS) deadline that isn...

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Vanderbilt forks over $14 million in 403(b) settlement

The plethora of class action lawsuits against colleges and universities over their 403(b) plans have brought a variety o...

headache

The Bonus Headache

Bonuses are nice, I wouldn’t know because in the 11 years I was an employee, I got $300 for the holidays after I start...

spendonconf

Watch about how much you spend on conferences

I was speaking to one the best 401(k) marketing gurus out there and when talking about my idea for a national conference...