Magazine Articles

Head of Retirement Consulting Services UBS Financial Services

New products, highlights, announcements

Reviewing the rules about 401(k) hardship distributions

Advisers crucial to QDIA selection

Boeing 401(k) fee case sanctioned as class action

A view of a recent product development

One of my favorite quotations is George Santayana's, "Those who cannot remember the past are doomed to repeat it."

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.

You need to track it to know you are on it

Asset management consultant kasina identified the 10 strongest Web sites within the intermediary channel based on criteria that fall into three distinct categories: availability of content, quality of...

Articles that appeared in the Trendspotting section of the magazine

"Fiduciary" is a word that is widely used but frequently misunderstood in the world of retirement plans.

Exchange-traded funds are working their way into retirement plans, in a variety of interesting ways

How to draft and monitor an investment policy statement

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.

Evaluating the process and payoff

It's up to advisers to help sponsors and participants understand in-plan 'guaranteed' income products

Advisers share their preferences for building a plan investment lineup

Articles that appeared in the Trendspotting section of the magazine

Recent research from Hewitt Associates says both women and men are on track to replace 85% of pay at retirement, assuming average life expectancy; however, women need to...