Dan McConlogue is the Director of Corporate Retirement Plans at Ritholtz Wealth Management. Dan is the principal and founder of Eleven O’Clock Associates, a retirement plan consulting firm based in Florida. Dan joined RWM at the start of 2016, bringing over $70 million in assets, plus thousands of 401(k) participant clients whose assets are under advisement.
PG&E Peril: Employer Stock in the Company 401k Plan
With the PG&E bankruptcy, inquiring minds want to know if there was company stock held in the 401k…
The Most Destructive 401k Behavioral Bias
[For part one of the three-part series, click here.] The second leg of “The Big Three” for retirement…