A learning experience for all, Retirement Plan Fee Disclosure

“The facts are coming! The facts are coming!” shouts the government official on a “White Horse” riding from Washington to everywhere. Sections 408(b)2 and 405(c)4 of the Internal Revenue code detail the last action steps in the pension reform movement that has...

Trusted Advice Way Into The Future

I spent a lot of hours on airplanes in the last few weeks. The coffee plantation is doing well and the Dordogne area of southern France is superb. Read a thought provoking book entitled: 2030: The Real Story of What Happens to America. Albert Brooks projects a...

What I Learned About Leadership

As I sit in my hotel room in Vientiane, Laos and reflect on yesterdays’ activities, I am impressed with how much I learned about leadership, organization and management in 24 hours. I learned in it the most unlikely places and from the most unlikely teachers.  ...

Answer the Question: Three Keys for Giving Effective Answers

Anyone who supervises staff or provides service to others experiences this problem Let’s say you are the Church Plan Administrator for a 403(b)(9) or a 401(k) plan or you are in charge of staff at a church. An employee stands at your office door and asks a...