401(k) plans, advisor audience
Written for The Retirement Advisor University to help wealth advisors learn about the retirement plan advisory business.
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.
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.
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.
Fidelis Fiduciary Management, 2014
Marketing brochure for a 401(k) service provider.
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.
LPL Napa ad
NAPA conference brochure, 2015
Concepts for an ad to appear in NAPA's 2015 conference brochure.
Benefits, public employers
Newsletter for public employers featuring selected benefit programs and how they may add value for them and their employees.
Business & Legal Resources, 2016
Two of many articles written for BLR for their HR and benefits audience.
Retirement Savings Vs. Long-Term Care
Article discussing how long-term care insurance may impact saving for retirement.