Daily Archives: February 10, 2014

A Small Business Retirement Plan Case Study

Or, how I helped a small business owner save tens of thousands of dollars every year. Last year I was approached by a small business owner (we’ll call him Frank) to review his company’s 401(k) plan. His company is small (10 or so employees) but profitable.  He was working with a very bright and hardworking […]

Posted in fees, investing, retirement | Comments closed