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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.

2009

Pension & Investments, Companies reinstate their 401(k) matches ... slowly

Pension & Investments, Stable Value Will go Under the Microscope

401kWire, Brambley named among 100 Most Influential People in Defined Contribution

2008

MarketWatch, Retirement Plans Derailed as Bear Market Mauls Target-Date Funds
The Wall Street Journal
, How to Fix Your Life in 2009

Plan Adviser Magazine, Standing Out From the Crowd: The most successful retirement plan advisers

The Philadelphia Inquirer, To Restore Nest Egg Cuts, Keep Working

USA Today, To Ride Out Bad Times with 401(k) Savings Takes a Plan

The Wall Street Journal, Financial Crisis Highlights Shortcomings of 401(k) Plans

USA Today, 401(k) Losses: older investors’ retirement funds hit hard

2007

CFO Magazine, Helping Employees Understand Fees

401kHelpCenter, Investment Committees: The Foundation of a Dependable 401k Program, Click here to read this article.

2006

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

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

Profit Sharing Council Magazine, Look Before You Invest, Click here to read this article.

2005

HR Magazine, Autopilot 401(k)s

Plan Sponsor Magazine, Most Successful Retirement Plan Advisors

2004

HR Magazine, Overseeing Pension Management, Click here to read this article.

Plan Sponsor Magazine, Best in Class Consultants

USA Today, Front page article, Saving Small Plans

The Philadelphia Inquirer Special Business Report, Fee Deals Can Hurt Retirement Savers, Click here for a copy of this article.

Other Media Mentions
Business Week

BenefitNews.com

Bloomberg Personal Finance

CBS MarketWatch

CFO Magazine

CNBC News

Defined Contribution News

Dow Jones Industrial Magazine

Institutional Investors

Kiplinger's Personal Finance

MNBC Interview

Mutual Fund News

New York Times

Working Woman

Public Speaking Engagements
Expert Witness, US Department of Labor, 2008 and 2005
Financial Management Conference, 2008
Center for Due Diligence, 2007
Association of Legal Administrators, 2007
Profit Sharing Council of America, 2000, 2002, 2003, 2004, 2007 and 2009
Center for Due Diligence, Fall 2005
Southern Employee Benefits Conference, 2007 and 2005

     
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