Writing
401(k) Plans, advisors and plan sponsors
Prescience 2030: The next wave
November 2025
Prescience research asks retirement plan professionals to forecast how financial wellness and retirement plans will adapt to changing conditions in the years ahead.
401(k) Plans, Advisor Audience
Managed Accounts in Retirement Plans
October 2023
401(k) plans, sponsor audience
Automatic Enrollment, Benefits and Considerations for Plan Sponsors
The Standard
Brochure from The Standard designed to help plan sponsors understand automatic enrollment.
Investing, plan sponsor audience
Target Date Fund flyer
State Bank & Trust
Flyer designed to help plan sponsors understand how target date funds can benefit employees.
401(k) marketing
Brochure
Fidelis Fiduciary Management
Marketing brochure for a 401(k) service provider.
401(k) Benchmarks and Trends
DC Investment Management firm
Part of a multi-piece project to help plan advisors understand opportunities and build their retirement plan practice.
LPL Napa ad
NAPA conference brochure
Concepts for an ad to appear in NAPA's 2015 conference brochure.
Benefits, public employers
InsideEdge
USEBSG
Newsletter for public employers featuring selected benefit programs and how they may add value for them and their employees.
Articles
Employee Compensation
Business & Legal Resources
Two of many articles written for BLR for their HR and benefits audience.
Employee Benefits
Retirement Savings Vs. Long-Term Care
IFEBP
Article discussing how long-term care insurance may impact saving for retirement.