High-Fee 401(k) Convenient for Employer, Costly for You

The following first appeared on NerdWallet July 29, 2015

By Jonathan Broadbent

Employers: Mark Your Calendar

Mark Your Calendar

Here are some important dates in the upcoming months. Most of the deadlines are for calendar-year plans; non-calendar-year plans must adjust the dates.

July 15: Make second quarter contributions to 2015 calendar-year defined benefit plans.

July 31: File:

Behind on Your Retirement Savings

Taking a Loan from Your Retirement Plan = Bad Idea

A nod to an industry friend and great thinker

Evolution of the Retirement Plan Advisor

One wonderful thing about getting older is the chance to see things develop over
time. Those of us in the DC plan industry for a while have seen a tremendous evolution of
our industry and the overall competence of the advisors who are managing 401k

The New Gradual Retirement

Long-Term Investment Truths

Press Release: Financial Times Top 401 Retirement Plan Advisors 2015


Jonathan R. Broadbent                      

Plan Partners LLC




The Very High Cost of Waiting to Save for Retirement

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