Paul Sippil

Experience

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  Lincoln Financial Advisors

  Oct 2003 - May 2010

  Financial Advisor
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  Paul D. Sippil & Associates

  May 2010 - now

  Forensic 401(k) Consultant

  My thinking is rooted in challenging the status quo in the group retirement plan industry, which I do by helping businesses effectively select and monitor retirement plan service providers, ask detailed questions about their plan so they can better understand the fees and services, and make informed financial decisions that they can’t currently make due to the severe information asymmetry that exists in the industry. More specifically, I focus on highlighting and addressing excessive and misunderstood asset-based fees charged by financial advisors, record keepers, and administrators, shining light on the conflicts of interest they face including restrictions their firms place on which service providers they can recommend, and putting forth a vision of how the industry can improve. Some industry thought leaders who share this viewpoint include Ted Benna, inventor of the 401(k), Founder and President of the 401(k) Association, Fred Barstein, Founder & CEO of The Retirement Advisor University and consulting editor at Investment News, Edward Siedle, former SEC attorney, pension forensics expert, and record-setting whistleblower, and Bert Whitehead, President of Cambridge Connection Inc., Founder of the Alliance of Cambridge Advisors (now the Alliance of Comprehensive Planners), and the author of “Why Smart People Do Stupid Things with Money”.If you are a business owner or executive overseeing a retirement plan or you are a participant in a retirement plan and just want to better understand how it works, please reach out to me at psippil@paulsippil.com or check out https://www.paulsippil.com for more information. Show less

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  Community Dining

  Mar 2015 - now

  Community Builder

  Community Dining aims to connect people through shared meals that engage us in the means by which we fuel ourselves, stimulate substantive dialogue, and strengthen social bonds. http://communitydining.com/