Interview: Roger Wohlner, The Chicago Financial Planner
Q: How did you start in the retirement plan business? A: Early on I met a local TPA...
Q: How did you start in the retirement plan business? A: Early on I met a local TPA...
If I want to get a new doctor or an attorney, I certainly want to know their background. S...
As a retirement plan provider, competition is a big thing and the last thing you want is a...
Brand extension is a marketing strategy in which a firm marketing a product with a well-de...
Two Congressmen introduced separate resolutions, one to block a rule governing automatic-e...
While the Department of Labor (DOL) is asking for a 180 day delay to the implementation of...
Super Bowl LI was one of the greatest Super Bowls of all time as the game went into overti...
When I draft a new 401(k) plan for a client, I’ll recommend a loan provision even though...
At my old law firm (yes, that semi-prestigious law firm in Long Island), we had a law firm...
With a 10 year old and an 11 year old, movie choices are limited. So the best kid’s movi...
Advisors ask me all the time of the role of education in participant directed 401(k) plans...
I just started my first job and wanted to sell off my baseball card collection to fund my ...
Q: How did you start in the retirement plan business? A: A client had an income tax proble...
When you’re being approached by a plan provider who wants you to be their client, there ...
As a retirement plan provider, you have something to do with the retirement plan assets an...
I love movies and I’ve always had a vast movie collection. First it was VHS, then it was...
Yes, I get it. President Donald Trump issued a presidential memorandum instructing the Dep...
When it comes to standards, I know Kosher is Kosher. However, when it comes to meat, obser...
There are many reasons for plan sponsors to do everything possible to avoid a Department o...
Stephen Covey was an American author, educator, businessman and public speaker who passed ...