Reviews written by skips303

The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now

Webinars

skips303 January 12, 2012
(Updated: January 12, 2012)

5.0
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Apollo was great! This was the best explanation I've heard about the 401k opportunity for fiduciary advisors.

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Should FINRA Be The SRO For RIAs?

Webinars

skips303 July 21, 2011
(Updated: July 21, 2011)

4.0
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FSI's views on the SRO issue are well-known. Presenters did a good job of summarizing their case. Good to hear their prediction of the timeline this action is...

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Conducting 401k Vendor Searches For Small Plan Sponsors

Webinars

skips303 June 24, 2010
(Updated: June 24, 2010)

5.0
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Good material. Obviously many participants are novices in the 401k world... good candidates for Mr. Epstein's 401k Coach services.

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Financial Services Reform Update

Webinars

skips303 May 06, 2010
(Updated: May 06, 2010)

4.0
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Very good summary of legislation. Ran over time slot.

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The 401k Upheaval And How It Affects Advisors

Webinars

skips303 January 07, 2010
(Updated: January 07, 2010)

2.0
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Material didn't break any new ground, at least for me. Probably a good overview for many advisor participants. Back-and-forth Handoff of headset was awkward as Mary noted....

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