Magazine Articles

The PPA is the most comprehensive reform of the U.S. pension laws since the enactment of ERISA

From conservative to progressive, the role that advisers play in helping their plan sponsor clients develop the right plan design.

Judging the awards for the PLANADVISER and PLANSPONSOR Awards for Excellence, just like running or advising retirement plans, is an...

There is no doubt that litigators have been busy, both in 2015 and in the early days of 2016.

It is important to educate participants about a well-diversified portfolio, to protect them in various market environments.

Even with automatic enrollment, you still need to engage participants.

We will now be determining the 2016 PLANADVISER Top 100 Retirement Plan Advisers based on on quantitative information from the PLANADVISER...

By now, we have all read and reviewed the Department of Labor (DOL)’s revised “conflict of interest” rule—or, as we...

The importance of teaching participants to defer gratification today ... for a better retirement tomorrow

The value of understanding and meeting your customer's needs rather than just selling to them.

Recently, I was sent yet another article with a headline referencing “hidden 401(k) fees” and a message of caution to...

We’ve written much over the years about research showing each generation has its own idea of what “retirement” means.

When I speak with advisers and others in the industry about the value retirement plan advisers bring to their clients,...

The proliferation of target-date funds (TDFs)—and their amazing accumulation of retirement plan assets—is nothing short of incredible.

Plan sponsors face a number of challenges in plan administration.