Ric Lager

About the Author

Ric Lager

Ric Lager is founder and president of Lager & Company, Inc, an RIA firm based in Golden Valley, Minn. He is co-creator of the “No More Pies” investment series for financial advisors and author of “Forget the Pie: Recipe for a Healthier 401(k).”

For the last 10 years, Lager & Company has specialized in advising retirement-plan participants to help preserve the value of their retirement plan in the early stages of a stock market decline and to then invest in the right kinds of stocks, mutual funds and ETFs when the stock markets move back up.

• How to Give Clients Peace of Mind This Summer

  By Ric Lager  |  June 2, 2013

  Get ready to explain a principal preservation strategy for retirement plans if the summer stock market doldrums return.

• How to Spring Into the Retirement Plan Space

  By Ric Lager  |  April 8, 2013

  With a few key prospecting steps, advisors can position themselves for growth with corporate and individual clients

• Want Differentiation and Success? Advise 401(k) Plan Participants Directly

  By Ric Lager  |  January 22, 2013

  Forget the current focus on building a 401(k) business at the plan level; there is much more satisfaction and career fulfillment providing advice to plan participants.

• Three Steps to Starting a Retirement-Plan Advice Practice

  By Ric Lager  |  November 21, 2012

  Each of the three classic prospecting steps I followed can be replicated by any other advisor.

• The 4 Biggest Concerns of Retirement Plan Participants

  By Ric Lager  |  August 20, 2012

  Here are some battle-tested ways for advisors to respond to these issues.

• What’s on the Retirement-Plan Menu?

  By Ric Lager  |  June 28, 2012

  Given market and other conditions, it’s a great time to ask your best clients if you can help them make better investment decisions in their company-retirement plan account.

• Top Two Retirement-Plan Advice Tools

  By Ric Lager  |  February 26, 2012

  Given weak returns over the last 13 years, it's worth considering technical analysis as a guide to clients' “offensive” and “defensive” stock-market maneuvers.

• The Growing Opportunities for Advisors in the Retirement-Plan Business

  By Ric Lager  |  October 26, 2011

  Now, even company retirement-plan “brokers of record” can provide investment advice to individual company retirement-plan participants.