Lager & Company Inc

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  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

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.