IMHO: Thanks Giving

After a dozen years here at PLANSPONSOR and PLANADVISER, effective November 1, I will join the Employee Benefit Research Institute (EBRI) in Washington, D.C., as Director, Education and...

IMHO: Lessened, Learned?

When I’m talking to plan sponsors (and advisers) about the challenges of being an ERISA fiduciary, a lot of things come to mind.

IMHO: Catching Your 'Drift'

I recently found myself driving in an unfamiliar city without the aid of a GPS (global positioning system).    

IMHO: “Nigh” Five

A few weeks back, I offered some notions about what the next five years will bring in terms of industry trends.

IMHO: “Better” Business

There was another judicial decision in another revenue-sharing case earlier this month—and another victory for a plan sponsor. 

IMHO: Working “Outs”?

Last week the Senate Finance Committee held a hearing on “promoting retirement security.”   

IMHO: “Back” Pay?

During last week’s GOP presidential candidate debate, Texas Governor Rick Perry grabbed headlines by reaffirming his position that Social Security is a “Ponzi scheme.” 

IMHO: Decision “Points”

I have watched with increasing interest the growing furor over the Department of Labor’s proposed new fiduciary definition.   

IMHO: “Free” Ride?

I was late to the NetFlix game—switching over only when my local Blockbuster closed its doors.   

IMHO: All for One?

The underlying theme of last week’s PLANSPONSOR National Conference was “measuring up."

IMHO: Chances Are…

I’ve long adhered to the wisdom of having a “Plan B,” a fallback position if the things you hope will work out—don’t.