Adam Sokolic

The Tidal Wave is Heading Your Way… Are You Ready to Ride it?

By Adam Sokolic | 8/23/2018

“What tidal wave?” you ask…? The data is telling us that the wave of consolidation that has taken hold in other parts of the retirement business is rapidly heading towards the retirement plan consultant world. Consider the following: The seven largest traditional consulting firms and their 35... READ MORE

Are our Brains at Fault for the Retirement Mess We’re in?

By Adam Sokolic | 2/25/2013

According to a whole new area of science called behavioral economics, or BE — a blend of psychology, economics, finance and sociology — that could very well be. According to BE pioneer and Duke University professor Dan Ariely (author of the bestseller Predictably Irrational) and Rotman School of... READ MORE

The Keys to Rollover Success

By Adam Sokolic | 11/13/2012

We’ve all seen the estimates of the amount of assets that will roll out of qualified retirement plans over the next five years. I’ve seen studies that estimate it as high as $3 trillion. However, the scary part about this is that today the advisor/broker on the retirement plan is capturing only 5%... READ MORE

Big Data: Where Does it Belong?

By Adam Sokolic | 9/29/2012

Do we really live in the Information Age? I ask because it seems to me the retirement plan industry is a bit behind the curve when it comes to making key information available to those who need it the most.We talk a lot about focusing on participant outcomes and helping plan sponsors achieve their... READ MORE

Commom IRA Rollover Mistakes

By Adam Sokolic | 7/2/2012

Donec non nunc lectus, ut elementum ante. Vestibulum quis lectus sapien, a accumsan felis. In at dolor vel enim congue convallis posuere a ipsum. Aliquam erat volutpat. Sed eget sem sapien, sit amet dignissim arcu. Donec gravida lobortis sapien, ac bibendum nisi tincidunt vel. Sed porta sagittis... READ MORE

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Adam Sokolic

NAPA's 401(k) Rollover Specialist (k)RS Credential

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