· Dateline: November 2009

The 401kWire.com, 401kExchange Inc., and the Boston Research Group recently recognized Bob Malcolm as one of the top 300 Most Influential Advisors in Defined Contribution.

401k industry insiders cast more than 75,000 votes as part of the process used to create this list and such recognition by Bob’s peers, and the industry as a whole, is quite an accomplishment. Congratulations Bob!

· Dateline: July 2008, Pittsburgh Post-Gazette
Article: Rate of Return Crucial in Retirement Plans

“.. Bob Malcolm believes that long-term annualized returns of 8 percent are available. But risk- adverse investors never give themselves a chance to achieve that.”

· Dateline: November 2007, Pittsburgh Business Times
Article: Millionaires: Executives make Money from IPOs, Stock Options, Private Equity

“Bob Malcolm believes there’s a huge crop of millionaires hailing from smaller private companies and professional service firms.

‘They are the baby boomers who are having significant assets come in,’ he said. Bob’s company often deals with family-owned businesses, though it’s not just the company owner these days who is reeling in the big bucks.

‘There were a lot of profit-sharing plans at these companies,’ Malcolm said. ‘About five to10 years ago, they were giving 15 percent to everyone just for being an employee. This is the point where they’re starting to roll that over. And it’s getting higher because of the compounding of that money and the market’s doing fairly well.’ ”