Writing

401(k) plans, advisor audience

Plan Participants: The Key to Developing Your Retirement Business

LPL Financial, 2013

White paper designed to educate plan advisors about the importance helping participants achieve retirement readiness, and how that can invigorate the advisor's business.

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401kollege Workbook

2012

Written for The Retirement Advisor University to help wealth advisors learn about the retirement plan advisory business.

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401(k) plans, sponsor audience

Automatic Enrollment, Benefits and Considerations for Plan Sponsors

The Standard, 2012

Brochure from The Standard designed to help plan sponsors understand automatic enrollment.

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Investing, plan sponsor audience

Target Date Fund flyer

State Bank & Trust, 2014

Flyer designed to help plan sponsors understand how target date funds can benefit employees.

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401(k) marketing

Brochure

Fidelis Fiduciary Management, 2014

Marketing brochure for a 401(k) service provider.

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401(k) Benchmarks and Trends

DC Investment Management firm, 2014

Part of a multi-piece project to help plan advisors understand opportunities and build their retirement plan practice.

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LPL Napa ad

NAPA conference brochure, 2015

Concepts for an ad to appear in NAPA's 2015 conference brochure.

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Benefits, public employers

InsideEdge

USEBSG, 2015

Newsletter for public employers featuring selected benefit programs and how they may add value for them and their employees.

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Articles

Employee Compensation

Business & Legal Resources, 2016

Two of many articles written for BLR for their HR and benefits audience.

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Employee Benefits

Retirement Savings Vs. Long-Term Care

IFEBP, 2015

Article discussing how long-term care insurance may impact saving for retirement.

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