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

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2013 Year 2: Session 4 August 9, 2013 | read more >

Latest Articles/Editorials

5 Tips For Advisors in a Post-Fee Disclosure World

August 23, 2012 | read more > 5 Tips For Advisors in a Post-Fee Disclosure World

Individual Participant Meetings: Gathering Information while Building Trust

June 1, 2012 | read more > Individual Participant Meetings: Gathering Information while Building Trust

Latest News

National Financial Literacy Month: If Not Now, When? Calculate Your Retirement Readiness

April 16, 2013 | read more > National Financial Literacy Month: If Not Now, When? Calculate Your Retirement Readiness

Charlie attends Singularity University!

January 10, 2013 | read more > Charlie attends Singularity University!

"A great program for holding 401(k) plan advisors accountable toward making progress in this business. They have great material and continue to make it interesting."
~ Ted Benna, "Father of the 401(k) Plan"

August 22, 2012

Managing Effective RFPs to Grow Your Business 10X Faster, Easier & Bigger

1:00 pm - 2:00 pm EDT

The spotlight is on Plan Sponsor Fiduciaries to provide adequate benefits to plan participants and their beneficiaries at "reasonable" costs!

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2013 Year 2: Session 4

Sessions 4 On-site: Chicago, IL