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:


Yesterday’s plan participants in today’s world

When I first started in the 401(k) business, investment selection by participants was still being predominantly done by ...


Graff Calls For DOL E-Delivery Change and I Love It

I used to love paper until I had a 5-foot flood in the downstairs of my home during Hurricane Sandy. When you have a fil...


When The Fiduciary Warranty is Dangerous

I don’t pull any punches, so I have certainly written many articles about plan providers issuing something called a fi...


Redemption only goes so far

My great Uncle Jack was the youngest of 4 children. He followed Herschel, Zoltan, and my grandmother Rozalia. He was a t...


Don’t show clients you don’t care

It’s one of the greatest lines in a movie and even my 11-year-old daughter knows it. Harrison Ford playing Richard Kim...


Always Be Watching

Who can forget Alec Baldwin’s speech in Glengarry Glenn Ross on how salesmen should “Always Be Closing” and how co...