Writing

401(k) plans, advisor audience

401kollege Workbook

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

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Plan Participants: The Key to Developing Your Retirement Business

LPL Financial

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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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.

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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.

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401(k) marketing

Brochure

Fidelis Fiduciary Management

Marketing brochure for a 401(k) service provider.

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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.

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LPL Napa ad

NAPA conference brochure

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

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Benefits, public employers

InsideEdge

USEBSG

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

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

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

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