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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

Adding Things Up: Many Factors Go into Determining the Success of a 401(k) Plan

June 7, 2012 (comments: 0)

Charlie Epstein, of Epstein Financial Services, 401K Coach, and author of Paychecks for Life, was recently featured in BusinessWest about the many factors involved with successful 401(k) plans.

The future retirement of many Americans depends on the success of their retire-ment plans. Although some believe that Social Security will be enough to provide a satisfactory standard of living in retirement, the administration’s funds are quickly running dry; Social Security trustees estimate that funds will be completely depleted by 2038.


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