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RESOURCES for Retirement accepts no liability for any direct, indirect or consequential loss arising from any use of this information, its content or third-party information made available through our site.  These materials are not produced by a member firm and therefore not held to the same  FINRA standards. These links have been provided courtesy of RESOURCES for Retirement.

Pensions & Investments, Annuities Winning a Place in Target-Date Strategies, June 2008

401kWire, Brambley Looks to Expand, May 2008

CFO Magazine, Courting Disaster, May 2008

CFO Magazine, Helping Employees Understand Fees, May 2007

Pensions & Investments, 403(b) Plans May Shed Providers, May 2006

401KWire, Fifty Most Influential in the 401(k) Industry, December 2006

Profit Sharing Council Magazine, Look Before You Invest, Fall 2006

HR Magazine, Autopilot 401(k)s, December 2005

Plan Sponsor Magazine, Most Successful Retirement Plan Advisors, November 2005

Plan Sponsor Magazine, Most Successful Retirement Plan Advisors, November 2004

Plan Sponsor Magazine, Best in Class Consultants, October 2004

USA Today, Front page article, Saving Small Plans, Spring 2004

The Philadelphia Inquirer Special Business Report, Monday, May 10, 2004
To understand your retirement plan and its expenses.
Click here for a copy of this article.

Plan Sponsor Magazine, What's eating plan participants?, January 2002

Independence and An Industry-Wide Perspective
Customized Solutions, Cost-Saving Ideas for Your Company's 401(k)/Retirement Plan

Summary of 401(k) Committee Roles
Read article...

Pension and Investments, October 2001

Employee Benefit News, August 2001

Business Week, 401(k) Plans, July/August 2000

Plan Sponsor Magazine, Total 401(k) Participation, April 2000

Other Media Mentions
401(k) Wire
BenefitNews.com
Bloomberg Personal Finance
CBS MarketWatch
CFO Magazine
CNBC News
Defined Contribution News
Down Jones Industrial Magazine
Ignites.com
Institutional Investors
Kiplinger’s Personal Finance
MNBC Interview
mPower.com
mPowercafe.com
Mutual Fund News
New York Times
Philadelphia Inquirer
Working Woman

Public Speaking Engagements
Center for Due Diligence: Fall 2007
Profit Sharing council of America: Fall 2007
Association of Legal Administrators: Spring 2007
Expert Witness, US Department of Labor: Fall 2005
Center for Due Diligence: Fall 2005
Southern Employee Benefits Conference: Spring 2005
Profit Sharing Council: Fall 2004
DC Conference: Winter 2003
Benefits Expo: Fall 2002
PEBA: Spring 2002
Retirement at Risk: 401(k) Management Post-Enron: Spring 2002
CEBS Seminar: Fall 2001, Philadelphia, PA
PSCA's 53rd National Conference: September 2000, Atlanta, GA
Benefits Expo and Management Forum: September 2000, Chicago, IL
International Institute of Research: July 2000, New York, NY
International Institute of Research: June 2000, Alexandria, VA
SunTrust: February 2000, Atlanta, GA