Epstein Financial Blog


Does The Current Bull Market Have Many Years Left?

I recently rejoined Liz Claman on Fox Business’s show “Countdown to the Closing Bell” to share my thoughts on the secular bull market and give a couple of stock picks. Here’s a quick summary of what I talked about.

Outsourcing Plan Sponsor Obligations

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Your role and responsibility as a fiduciary of a retirement plan is an important aspect of a 401(k) plan.

The Stretch Match and Courageous 401(k) Plan Design

Welcome back to my series on how to create a successful retirement plan for your employees. In the last few videos, I’ve been talking about the various options you have for automating your employee’s savings to create paychecks for life. However, I want to switch gears today and talk about another important topic. I’m talking about the stretch match and courageous plan design.  

Auto to the 5th Power: Automatic Re-Enrollment

Today I’m covering another facet of Auto to the 5th Power, automatic re-enrollment. You have can actually re-enroll your employees into that Qualified Default Investment Option, or QDIA, to provide incredible protection for you as a plan sponsor and help your employees save money to create that paycheck for life.

Welcome back to my series based on my book “Save America Save”. Today I’m covering the third automatic feature in “Auto to the 5th Power,” automatic escalation. This is my all-time favorite automatic feature, and here’s why.

An Easier Way to Enroll Your Employees in a Retirement Plan

Today I’m going to be talking about something I like to call Auto to the 5th Power. This is a way that you can use technology to automate savings for your employees and make your life easier, especially if you’re an HR director trying to get people to enroll in their retirement plans.

How Can Your Employees Make the Most Out of Social Security?

How can your employees maximize the benefits of social security and use it to its full advantages?

What Would Simpler Bank Regulations Mean for You?

What Would Simpler Bank Regulations Mean for You?

I was recently a guest on Fox Business’s show “Countdown to the Closing Bell with Liz Claman” where I talked about the prospect of simpler banking regulations under the Trump administration. Here’s a quick summary of what I talked about.

How Can You Help Your Employees Save for Retirement?

First I’ll cover how much your employees, on average, will need to save to create their paycheck for life for retirement.

Your New 401K Resource

Picture this: you’re getting ready to go on a great vacation. You’re standing at the airport gate when all of a sudden, the agent comes on the intercom and says, “The captain would like me to announce that there is an 85% chance that this flight will not make it to your vacation destination on time and safely. Have a nice trip!”