PC Magazine Article

This article originally appeared in the Summer 2012 issue of Plan Consultant. To view a PDF version, please click here.Imagine this: You’ve been working for weeks on a major analysis to present to an important client. Your report has been submitted, and now you’re presenting your recommendations to... READ MORE

This article originally appeared in the Summer 2012 issue of Plan Consultant. To view a PDF version, please click here.Marketing is an ad hoc sport in many firms. They send out one newsletter or try one webinar and if there are no immediate and visible results, they abandon the marketing activity.... READ MORE

This article originally appeared in the Summer 2012 issue of Plan Consultant. To view a PDF version, please click here.For a wide range of financial services, federal regulations set rules for how individuals should receive required information or notices. For example, the Department of Labor (DOL... READ MORE

This article originally appeared in the Spring 2012 issue of Plan Consultant. To view a PDF version, please click here.The holidays have come and gone and, with them, the season for professional thank you gifts. It’s the time of year when many consultants both give and receive tokens of... READ MORE

This article originally appeared in the Spring 2012 issue of Plan Consultant. To view a PDF version, click here.Peter Drucker, one of the most influential management consultants and writers of the past several decades, wrote: “Efficiency is doing things right; effectiveness is doing the right... READ MORE

This article originally appeared in the Spring 2012 issue of Plan Consultant. To view a PDF version, click here.A participant’s ability to borrow from retirement savings has been a  part of 401(k) plans since the enactment of Section 401(k) of the Internal Revenue Code in 1978. And it’s well... READ MORE

This article originally appeared in the Winter 2012 issue of Plan Consultant. To view a PDF version, please click here.“Getting my CPE,” he said, in answer to my question about what he was doing on his iPad. I stared in astonishment. This person was not one of my college-age kids, but my 80-year-... READ MORE

This article originally appeared in the Winter 2012 issue of Plan Consultant. To view a PDF version, please click here.Research shows that a marketing plan can increase revenues by as much as 35 percent. As a tactical month-by-month strategy, a marketing plan is generally divided into two sections... READ MORE

This article originally appeared in the Winter 2012 issue of Plan Consultant. To view a PDF version, please click here.As a result of the Small Business Jobs Act of 2010 (SBJA), qualified §401(k) plans and §403(b) plans are permitted to offer IRRs, allowing conversions from pre-tax money sources to... READ MORE