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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

February 2012

Take Control Over Your Retirement: The Individual Investor as Entrepreneur

February 27, 2012 (comments: 0) | add a comment >


Charlie is featured in an article on MutualFundReform.com written by Chuck Epstein (no relation) titled "Take Control Over Your Retirement: The Individual Investor as Entrepreneur."

"Whether it is due to demographics or the dismal performance of the stock market or the weak economy, the focus on retirement income has never been greater.

So while much of the media’s attention is focused on the big picture, the bulk of Americans approaching and saving for retirement through their 401(k) plans have been left behind to fend for themselves."

 Read the entire article HERE


TheStreet Interview - Turn Your 401k Into A Paycheck for Life

February 24, 2012 (comments: 0) | add a comment >

TheStreet, a leading digital financial media company, recently interviewed Charlie about how to turn your 401(k) into a Paycheck For Life.

Charlie Epstein, The 401k Coach, discusses how important it is to be as disciplined with your 401k as you are with your mortgage payments. Watch the video HERE

Vocal reactions to the New 401(k) Rules - Retirement Income Journal Article

February 24, 2012 (comments: 0) | add a comment >

Charlie was recently featured in an article in The Retirement Income Journal:

The Retirement Income Journal

The information forum of the decumulation industry.

Read the article "Vocal reactions to the New 401(k) Rules" Here

The 401kWire: 2012's 100 Most Influential People In Defined Contribution

February 22, 2012 (comments: 0) | add a comment >

Congratulations Charlie for making #53 on this years list of 100 Most Influential People In Defined Contribution by 401kWire!

See the full list here