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Stating The Obvious On Fees

The 401k Averages Book is one of the great publications in the retirement plan business and I recommend it. I won’t recommend a report they just did because it was stating the obvious.   According to their report:  “Are All $5,000,000 401k Plans ...

shrinking

The shrinking 401(k) margins and the cost of it

When I was 13, I bought my very first computer, an Apple IIe for $2,000, which would be about $4,550 in 2017 money. You can buy a nice MacBook Air for a little over $1,000. In 2008, I was reviewing the 401(k) plan of a soon to be defunct mattress retailer that...

yougavethemeverything

One From The Heart

The Dark Knight Rises is one of my favorite movies and one great scene at the end is when Catwoman t...

IN THE LINE OF FIRE, Clint Eastwood, 1993

If they could to them, they’ll do it to you

There is a great scene from the movie In The Line of fare where Clint Eastwood’s character Frank H...

plan

Stick to a plan that will work

When I first started out, I worked as an attorney affiliated with a third party administration (TPA)...

funeral

Inject Life In Enrollment Meetings

When it comes to oral or written communications, it’s important that you play to your audience. An...

untitled

They can’t see it, since they caused it

A few years back, I had the worst call with a prospective client in the 19 years I have been an ERIS...

opp

Consider how an advisor uses other plan providers

What makes a good retirement plan financial advisor? Well it takes an attention to detail, an unders...

stair

I get by with a little help from my friends

While driving around I heard a song on the radio from my youth. I didn’t truly understand it then,...

bischoff

Business Advice from Eric Bischoff

Yes, you’d think I’ve lost it if I’m telling you that former World Championship Wrestling (WCW...