David Kudla launched his planning firm in 2001 in response to a dramatic shift in retirement planning. An engineer by training, Kudla recognized the growing number of companies increasingly phasing out their pension programs for less costly 401(k) plans.

Employees were largely unprepared for this sudden control over their retirement security. To make matters worse, ERISA had set up somewhat bedeviling standards for providing investment advice to participants, creating a void in the marketplace.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access