4 Tips to Help Protect your Clients from a 401(k) Lawsuit
by Craig Rosenthal
12 January, 2021
Nestled within the chaos of 2020 was a significant increase in 401(k) class action lawsuits. At the...
by Craig Rosenthal
12 January, 2021
Nestled within the chaos of 2020 was a significant increase in 401(k) class action lawsuits. At the...
by Craig Rosenthal
15 December, 2020
What a strange, unsettling and eventful year it has been! Thankfully, as the year disappears into...
by Craig Rosenthal
17 November, 2020
In the blink of an eye, 24 hours can disappear. Between the 5-8 hours of sleep, 8-10 hours of work...
by Craig Rosenthal
7 October, 2020
It’s not uncommon to need a little extra help behind the scenes when managing your practice. When...
by Craig Rosenthal
21 September, 2020
Are you a generalist or a specialist retirement plan advisor? Most advisors typically choose one...
by Craig Rosenthal
11 August, 2020
There are 2.5 quintillion bytes of data created every day[1] and ongoing growth is exponential. The...
by Craig Rosenthal
7 July, 2020
Having a deep bench of expert support can help you add more value, strengthen client relationships,...
by Craig Rosenthal
9 June, 2020
With the world in flux and companies trying to adjust to the “new normal”, many employers may not...
by Craig Rosenthal
12 May, 2020
Did you know it can cost five times more to attract a new client than it does to retain an existing...
by Craig Rosenthal
2 April, 2020
With global concerns about the COVID-19 pandemic and millions of employees now required to work...