Singularity University’s Exponential Technologies Executive Program offers unique insight for decision-makers, strategists, CEOs, CTOs, entrepreneurs, venture capitalists, government leaders, and anyone thinking about their company and industry. Attending the program provides an understanding of how accelerating technologies will transform your business by showing you what is in the pipeline and where these disruptive technologies will be within the next 3 to 10 years.

Charlie was also lucky to meet the author of Abundance, Peter H. Diamandis, and they even exchanged books!

Charlie Epstein was recently featured on fa-mag.com about fee disclosure.

Financial planners who advise on 401(k) plans need to get out in front of sponsors and plan participants to explain new disclosure rules, says this retirement plan expert.

Charlie Epstein, CLU, ChFC, AIF, founder of the 401k Coach Program, says financial advisors need to reduce the backlash from the new rules. August 30 is the deadline under new federal regulations for retirement plan participants to be provided with information on mutual funds, related fees, performance and other details that should increase transparency. 

“As a rule of thumb, overcommunicating is better than the alternative,” Epstein says. “Employees will appreciate you, and better yet, many will be more willing than ever to meet with you to discuss their personal financial planning. In the end, you will get paid more for your actions, not less.”

Click here to view the entire article.

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.

Click here to view the entire article.

Charlie Epstein wrote an article for BusinessWest entitled "The Qualified Deferred Investment Account" and explains how it acts like a fiduciary 'get out of liability free' card.

In the game of Monopoly, no one ever wanted to get sent to jail and miss out on the $200. Everyone loved to get the ‘get out of jail free’ card. When it comes to managing their company’s 401(k) retirement plan, every plan sponsor fiduciary would love to stay out of the Department of Labor’s (DOL) crosshairs and have a fi duciary ‘get out of liability free’ card.

Click here to see the rest of Charlie's article in BusinessWest.

Plan Adviser Magazine quoted Charlie in their January/February issue on the value of social media.

Charles D. Epstein, 401k Coach at the 401k Coach Program. encourages advisers to hire a social media consultant in order to better understand social media and marketing. "There used to be the six degrees of separation, now it’s three with LinkedIn."

Read the entire article HERE.

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

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

Paychecks for Life: How to Turn Your 401(k) Into a Paycheck Manufacturing Company
Order the Book Today!

Work, get paid, pay your bills. Work, get paid, pay your bills. We willingly enslave ourselves to this cycle in the hopes that some day, all the hardwork will be replaced with the blissful do-nothingness of retirement. Read Entire Press Release

The Paychecks for Life book is now available for pre-order on Amazon!

The book release is scheduled for January 5, 2012 to coincide with the launch of the new Paychecks for Life website.

7Twelve Conference
For Financial Advisors
Salt Lake City, Utah | October 20-21, 2011 | Sponsored by Craig L. Israelsen, Ph.D.

We are searching for a 401(k) sales professional to join our exceptional team. If you have had at least five years of successful 401(k) sales and you are interested in a generous base salary, plus a percentage of sales, comprehensive benefits, complete back office support, friendly staff in beautiful facilities, or you know someone who is loooking for this type of position, please contact us. This isa  partnership track position with the person moving into a management role overseeing the firm, once we've reached our growth goals.

We are searching for someone who will be in our Western Massachusetts offices at least a couple of days a week and then meet with potential clients in the surrounding area during the rest of the week.

Please submit your resume to BarbaraLewis@CenturionConsulting.com and put "401(k) Sales" in the subject line.

401kWire named Charlie Epstein one of the 300 Most Influential Defined Contribution Advisors for the second year in a row for 2011. The 401k Coach Team would like to congratulate all of those who were named, especially the many 401k Coach alumni!

Charlie Epstein was named to the Legg Mason Retirement Advisory Council. According to Legg Mason, “the mission of the Advisory Council is to openly address high priority issues facing the retirement industry….the Retirement Advisory Council members will apply their collective experience, expertise and leadership toward shaping the future of the American retirement industry.” Charlie joins 11 other prestigious leaders in the retirement industry who meet periodically to discuss a broad scope of topics affecting the future of the industry.

Click Here to read the press release

read the entire press release here