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Bringing the Fun To 401(k) Advisor Conferences

Thursday, June 7, 2018, 9:00 am – 2:00 pm

CitiField, Flushing, New York

Learn More or

Register and Pay below:

denial

DENIAL … A NICE PLACE TO VISIT BUT YOU CAN’T LIVE THERE

Our daily life is full of challenges.  Some challenges will be awesome.  Others will be good.  But some challenges wi...

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Fidelity charging for Vanguard assets, why so surprised?

Starting this year, Fidelity will charge all new 401(k) clients a 5 basis point (0.05%) fee on participant assets invest...

bpanther

Black Panther Roars

About 18 years ago, I used to go to the local comic book store for my weekly read of comic books. One week, I was excite...

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Plan Provider to make restitution for fake loans

The agreement and anticipated future payments are expected to compensate the retirement plans fully for approximately $1...

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New Book Released

My latest book, The Great 401(k) Book Sequel Ever is available on Amazon.com. The Kindle version can be found here : htt...

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Original Kindle Book Discounted

In another attempt at building excitement for my next book, Amazon is temporarily discounting the original: How to Succe...