Browsing Tag
Charlie Epstein
5 posts
HUB International Buys 401k Firm Epstein Financial
HUB International continued its acquisition spree with the announcement Wednesday that it has bought the assets of Epstein…
What is Reasonable 401(k) Compensation (Really)?
401(k) advisors can identify and capitalize on an ‘unfair advantage’ to deliver more—and charge more—than their competition.…
401k Fiduciary Rule ‘Hostile Takeover of Financial Industry by Lawyers’
Ask Charlie Epstein about the fiduciary rule, and expect an earful. Epstein, America’s self-proclaimed 401k Coach, estimates that…
401(k) Fight! ‘America’s 401k Coach’ Rips John Oliver Over Retirement Plan Slam
Leave it to Charlie Epstein to take issue when his 401(k) industry is attacked. The object of his ire this week is…
Goodtime Charlie: The Rewards of Hosting Great Client Events
From the inaugural issue of 401(k) Specialist magazine: One of the rewards (yes—rewards) of involvement in the 401(k)…