We work with Investment Professionals, Plan Sponsors and Business Owners to create customized retirement plan solutions for their clients and businesses.

Oklahoma City
Joined August 2011
Five Things You Need to Know about Retirement Income ow.ly/713j2
Study Finds Couples Disconnect on Retirement Issues ow.ly/71347
IRS Announces new Qulified Plan Limits - Deferral Limit Raised. Here is the link for ASPPA ASAP ow.ly/7crEM
Don't forget a safe harbor needs to be added to the plan by December 1st. ow.ly/7143L
Retirement Income: Ensuring Income throughout Retirement Requires Difficult Choices ow.ly/7120k
Discipline Can Matter as Much as Earnings ow.ly/711RP
Did your Owners get refunds from the 401k plan? Plan design could be an issue. Plan Advisors and Sponsors go here: ow.ly/712AQ
Wake Up Call: Helping Young People Grapple with Retirement ow.ly/711Br
Good Luck Sooners and Cowboys!!
Financial Professionals Increase Retirement Confidence http://ow.ly/6M0JJ
Vanguard Cuts Costs on Six Funds http://ow.ly/6M0rF
Advisers Want More Than a Web Site http://ow.ly/6M0AJ
ASPPA Launches Association For Plan Advisers http://ow.ly/6M0kg
New Web Site Offering Individualized Advice for 401(k)s http://ow.ly/6M0dP
Higher Ed Workforce More Retirement Confident than Others http://ow.ly/6FicK
Study Suggests Lifecycle Funds’ Equity Allocations too High http://ow.ly/6Fi6U
Typical Measurements not Only Gauge of Transition Management Success http://ow.ly/6FhZy
Pension Funded Status Declined 2% in Q2 http://ow.ly/6FhPx
Five things you (also) need to know about QDIAs http://ow.ly/6FhK6
Report Says Small Business Surge Fuels Cash Balance Boom http://ow.ly/6FhBU