National Save for Retirement Week Debuts in October
Rebecca Moore
July 3, 2008—In order to encourage Americans to make saving for retirement an everyday event, the government is set to dedicate a whole week to it.
IMHO: National Treasure
Nevin E. Adams
June 30, 2008—This coming Friday, the nation will, in large part, set aside its normal business for a three-day weekend filled with cookouts and fireworks displays, as we commemorate the birthday of our nation.
EBRI Testifies to Congressional Committee about IRAs
Rebecca Moore
June 27, 2008—The CEO of EBRI testified to the Committee on Ways and Means that IRAs are an important part of the retirement landscape.
A Healthy Focus on Finances
Nevin E. Adams
June 26, 2008—Those looking to improve their health and happiness may want to review their portfolio before revving up the treadmill.
Finding the Right Target
Ellie Behling
June 23, 2008—Panelists discussed the issues surrounding QDIA strategies at PLANSPONSOR’s Plan Designs conference in Chicago.
IMHO: “Swimming” Pool
Nevin E. Adams
June 23, 2008—Having just spent most of the past week in Chicago at our annual Plan Designs conference (bigger and better than ever, I might add!), my head is still swimming with new ideas, modifications of existing “assumptions,” and the occasional validation of the “tried and true.”
Using Plan Data to Improve Features and Operations
Rebecca Moore
June 23, 2008—In addition to facilitating administrative and fiduciary functions, retirement plan data can help plan administrators decide on value-added plan features and services.
IMHO: Time Enough?
Nevin E. Adams
June 16, 2008—My dad has been on my mind a lot of late—for no particular reason that I’ve been able to identify.
SPARK Releases Final Best Practices for 403(b)s
Rebecca Moore
May 7, 2008—The SPARK Institute released final versions of its "Best Practices for 403(b) Plans" and a sample Information Sharing Agreement (ISA).
IMHO: Overdue
Nevin E. Adams
April 28, 2008—I was discussing the subject of retirement the other day with a friend.
FINRA Offers Education on Early Retirement Scams
Rebecca Moore
April 22, 2008—The Financial Industry Regulatory Authority (FINRA) has launched two online resources to help companies and their older workers protect themselves from early retirement scams.
Panel Releases Best Practices for Hedge Fund Investors and Asset Mgrs.
Fred Schneyer
April 15, 2008—Two blue-ribbon private-sector committees have released lists of best practices for hedge fund investors and asset managers, according to a government news release.
Graduation Dazed?
Nevin E. Adams
April 2, 2008—This spring, 3.33 million students will graduate from high school, the largest class in American history.
IMHO: Safety “Net”
Nevin E. Adams
March 24, 2008—Over the past several weeks, I’ve gotten a lot of calls from reporters across the country looking to understand more about what appears to be a recent uptick in the volume of loan and hardship withdrawals from 401(k) plans.
Long Shots
Nevin E. Adams
March 20, 2008—Apparently March Madness has a bearing on more than just the college basketball tournaments.
ING Lays out Action Plan for 403(b)
Rebecca Moore
March 14, 2008—ING presented information during a Web cast on Friday that gives sponsors, and the advisers who help them, an outline of the impact of the 403(b) regulations and an action plan for dealing with them.
IMHO: The Ant and the Grasshopper
Nevin E. Adams
February 11, 2008—One of the more well-known Aesop’s Fables is the story of “The Ant and the Grasshopper.”
IMHO: Spend Thrift?
Nevin E. Adams
January 28, 2008—With lightning speed, the House managed to cobble together an economic stimulus package last week, the Senate will take it up this week, and President Bush seems eager to sign it.
