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"We are what we
repeatedly do.
Excellence, then,
is not an act,
but a habit."
- Aristotle

"We just closed a $73.5 million plan with 1,600 employees based on what we learned. Kudos Charlie! You exceeded my expectations again!"
~ T. Dougherty, 401k Coach® Member

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October 2011

How to Protect Yourself from Becoming a Fiduciary

October 24, 2011 (comments: 0) | add a comment >

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When the Department of Labor (DOL) released Interpretive Bulletin 96-1 (IB 96-1) in 1996, they clarified the role of the fiduciary with respect to investment education. Before this bulletin advisors didn’t want to expose themselves to the risk of becoming a fiduciary.

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My DOL Wish List for Guaranteed Life Time Income Options in the 401(k) Plan - Creating Paychecks for Life

October 5, 2011 (comments: 0) | add a comment >

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As an accumulation mechanism, the 401(k) has certainly become America's savings plan. It's now time for the industry, providers and manufacturers, the government - DOL and advisors to create a new retirement mechanism for America's savers, a "paycheck for life system, that will offer America's workers a secure financial future by providing a guaranteed income for life.

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