October 31, 2011
fter 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 External Relations, and Co-Director of the EBRI Center for Research on Retirement Income.
October 24, 2011
When I’m talking to plan sponsors (and advisers) about the challenges of being an ERISA fiduciary, a lot of things come to mind.
October 17, 2011
I recently found myself driving in an unfamiliar city without the aid of a GPS (global positioning system).
October 10, 2011
We spent some time this past weekend getting my eldest daughter squared away in her new apartment.
October 3, 2011
A few weeks back, I offered some notions about what the next five years will bring in terms of industry trends.
September 26, 2011
There was another judicial decision in another revenue-sharing case earlier this month—and another victory for a plan sponsor.
September 19, 2011
Last week the Senate Finance Committee held a hearing on “promoting retirement security.”
September 12, 2011
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.”
August 29, 2011
It’s been a stressful week—and it’s not over yet.
August 22, 2011
I finally got to the dentist last week.
August 15, 2011
I have watched with increasing interest the growing furor over the Department of Labor’s proposed new fiduciary definition.
August 8, 2011
The year we began publishing PLANADVISER was a big year in many ways for me.
August 1, 2011
I was late to the NetFlix game—switching over only when my local Blockbuster closed its doors.
July 25, 2011
In my experience, there are three major reasons that people save for retirement.
July 18, 2011
There were three big disclosure announcements last week.
July 11, 2011
You may have missed it, but there was a bit of a “dust up” in our industry last week.
June 27, 2011
This past week, my son graduated from high school.
June 20, 2011
The underlying theme of last week’s PLANSPONSOR National Conference was “measuring up."
June 13, 2011
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.
June 6, 2011
Much to my surprise, my son went to prom this weekend.