Retirement Links

Retirement Industry Information

401(k) Help Center   Information for plan sponsors, retirement professionals, small business and plan participants.

PLANSPONSOR  News, information, tools and research for retirement industry professionals.

Profit Sharing/401(k) Council of America   A nonprofit organization offering practical assistance with profit sharing and 401(k) plan design, administration, investment, compliance and communication. Membership is required for some information.

Profit Sharing/401(k) Council of America (Participant site)  This web site helps individuals learn about saving and investing for retirement.

General Market Information

Bloomberg   A premier site for news and financial information.

BusinessWeek Online   The latest international business and stock market news.

MarketWatch   A resource for business news, personal finance information, real-time commentary and investment tools and data.

Morningstar  An investment resource for news, commentary, fund information, tutorial, tools and forums. 

Benefits Sites

Employee Benefit Research Institute  Offers public policy research and education on economic security and employee benefits.

Regulatory Agencies/Professional Organizations 

Internal Revenue Service Plans Community  The IRS website that provides information for the retirement plans community, benefits practitioner, plan participant and plan sponsor.

Investment Company Institute   Provides news and tutorials.

U.S. Department of Labor  The purpose of the DOL is to promote and develop the welfare of the wage earners, job seekers, and retirees of the United States; improve working conditions; advance opportunities for profitable employment; and assure work-related benefits and rights.



Recently, Brian and Dan were again named to the Financial Times list of 401 most elite DC plan advisors in the U.S.  It is awarded to financial advisors advising at least $50 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.



The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced by the Financial Times (September 2016). The FT 401 is based on data gathered from financial advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the advisors nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401.


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