Monthly Archives: January 2011

Eric Kaufman named Planadviser Magazine “Top 100 Retirement Plan Adviser”

Planadviser magazine regularly compiles lists and statistics on top retirement advisers. This year, Planadviser evaluated these lists to decide which adviser’s “practices stand out in terms of a series of quantitative measures” (Planadviser).  Under these requirements, it selected 100 top … Continue reading

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What a Fiduciary Should Know About Target Date Asset- Allocation Funds

With Health Care Reform dominating the political landscape, the minefield of Target Date Funds (TDFs) has taken a back seat of sorts. However, back burner or not, risks still exist, and fiduciaries are looking for assistance in managing such TDF- … Continue reading

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The Disability Insurance Myth

The single biggest financial concern employees face is “Money to survive a sudden and protracted income loss,” according to  MetLife’s eigth-annual  “Study of Employee Benefits Trends.” Discussing disability insurance with Senior executives, partner professionals and business owners are often unaware … Continue reading

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