Author, Speaker, Coach; Husband to a Baylor Beauty, Dad to 2 amazing teens; Founder of PHD. Retirement Consulting, advocate for helping you Retire with Purpose.
Overland Park, KS
Joined July 2017
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In DC today to meet w Acting Secretary Ali Khawar of EBSA with the DOL (and his predecessor, the former Assistant Secretary of Labor Preston Rutledge). These men deserve more credit for the enormous work invested in protecting 401k savings for Americans. #erisa #401k #FlyInForum
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Check out the latest episode of the Fiduciary U Podcast with @joshitzoe :
share.transistor.fm/s/6bc178…
Only 71% (about 99 million) American civilians had access to a workplace retirement plan in 2020, with little growth since 2016 (70%). Part of attracting the best people is having a 401(k) that works. Check out 401(k) Architecture for help.
#401k #erisa
401kspecialistmag.com/11-eye…
Why would any employer choose to pay high priced commissions for the company #401k when there's a #FEEONLY option?
Use this map to find a specialist in your area. If you are a Plan Fiduciary you need a Plan Fiduciary Advisor.
#fiduciary #erisa #retirement
retirementadvisor.us/homepag…
The more complex we make it, the more crucial it is to mitigate fiduciary liability under ERISA 3(16). As discussed in 401(k) Architecture, it's key to hire a Certified Plan Fiduciary Advisor. amazon.com/dp/B09GR4QQ6K/ref…
#erisa #401karchitecture #fiduciary
plansponsor.com/in-depth/fin…
An important provision in 401(k) Architecture is making sure to protect the plan, and mitigate risk & liability in sponsoring a retirement plan.
Check out 401k Architecture at amazon.com/dp/B09GR4QQ6K/ref…
#erisa #401karchitecture #retirement
plansponsor.com/in-depth/pla…
Bob Doll Unveils Top 10 Predictions for 2022 napa-net.org/news-info/daily…
DID YOU KNOW most Resolutions involve getting yourself or your money in shape? & DID YOU KNOW most Resolutions are abandoned by Feb because (a) goals were unreasonable or (b) results didn't come soon enough? TAKE the EASY STEP to raise your 401k by 1%. New IRS limits take eff 1/1
HAPPY NEW YEAR!!!
If 2021 was dubbed "The Great Resignation" then 2022 will be dubbed "The Great Retention." And nothing helps attract and retain great employees like a healthy 401(k) retirement plan that produces healthy retirement outcomes. amazon.com/dp/B09GR4QQ6K/ref…
#401k #erisa
So much to be thankful for: for a fantastic launch of my 2nd book, 401(k) Architecture, an Amazon bestseller; & thankful for success in my "2nd" career.
I found my purpose & pursued Repurposement. Can't imagine retiring from this labor of love.
(podcasts.apple.com/us/podcas…)
401(k) Architecture launched last week and it’s already a No. 1 bestseller. Check it out here. And thanks for leaving a review. amazon.com/gp/product/B09GR4…
This is your last chance to grab a copy of this Amazon bestseller for less than a dollar. After this weekend it goes back to the full list price.
Check out the article from my publisher.
@RetAdvisors @seankouplen @nevinesq @401keditor
medium.com/book-bites/the-se…
We just hit #1 on the bestseller list! Get your copy for only $0.99 today. amazon.com/gp/product/B09GR4…
My new book launched yesterday & it’s already a #1 bestseller. Check it outhttps://www.amazon.com/gp/product/B09GR4QQ6K/ref=dbs_a_def_rwt_bibl_vppi_i0?tag=scribemedia-20&geniuslink=true
1st 100 to buy it & leave a review receive a free Amazon gift card.
authorhour.co/401k-architect…
Don't forget to vote for the latest bestseller for business leaders striving to balance purpose & profits & people
#401k #401kplans #401kplan #erisa #retirement #leadership #consciouscapitalism #consciousleadership #purposedriven #purposedrivenbusiness #feeonly
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New book launches Election Day: next Tues, Nov 2. For more info visit feeonly401kadvisor.com/401k-…
The working title was 'How to Build a Retirement Plan that Actually Works'... which became '401(k) Architecture.'
#401k #erisa #retirementplan #retirementplans #401karchitecture
