My401Kadvice

09/29/2026

Once again beat Kevin in their monthly investment competition and Kevin had to buy donuts.

08/04/2026

Our latest "Confident Chronicle" just dropped!

See how Plan Confidence is helping ensure every hard-working American can get professional 401(k) advice from an adviser of their choosing!

https://mailchi.mp/planconfidence/new-confident-chronicles-april-10157702

07/10/2026

If you have to stare at spreadsheets all day to close out the quarter, you mine as well do it from a floating office!
BONUS: I found a $20 bill in my boat bag!! 😎

07/09/2026

Every month Calei and I put $100 into our Robinhood accounts and see who's does better. The "loser" has to buy the office donuts.
This month, Calei handily beat me and I had to buy.
(And since Mark is not in the office, I am eating his donut)!!! LOL

04/30/2026

https://www.my401kadvice.com/blogs/the-easy-button-for-your-portfolio-professional-management-for-busy-americans

Do you ever open your retirement account portal and feel like you’re trying to pilot a space shuttle? Too many buttons. Too many charts. Way too much jargon. That feeling? That is 401k Frustration !

03/15/2026

Dear Financial Advisors:
If you are advising your “held-away” 401(k) plans using Post It notes…we need to TALK.

Are you:

• Manually reviewing participant data like it’s 1985?
• Manually mapping your models with Excel spreadsheets?
• Worried that your clients will turn to ChatGPT for their 401k advice since it is instantaneous?

Join my next Coffee and Confidence and let’s get you up to speed on how you can beat AI so you can breathe again.

Link in comments

03/09/2026

If AI is already in the 401(k) conversation with your clients, you want to be in the driver’s seat — not a passenger.

Join our webinar on ChatGPT giving 401(k) advice to your clients and the ticking time bomb and learn how to:

🤖 Beat AI without sounding like a robot
📊 Turn your unique investment strategies into clear advice for your clients
🚀 Actually look smarter (without working 12 extra hours)

Save your seat using the link in the comments field.

01/26/2026

If you want your Mondays to look like this, you need to make sure you properly manage your 401(k) plan now!

(Which we can help you do for less than a dollar a day!!!)

01/21/2026

Advisers, if this describes your clients, they should be getting your professional and ongoing advice for their 401(k) assets.

We make it easy (and compliant)!