“I have sold 3 Agreements, each for $500, within 1 month of purchasing The 401k Coach ERISA Plan Fiduciary Indemnification System™. One of them helped me land a startup plan that will flow $400,000 per year and the other two helped me retain both an $18 Million Plan and a $5 Million Plan."
~ G. Wernette, 401k Coach® Member

October 2011

How to Protect Yourself from Becoming a Fiduciary

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

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 >

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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