IMHO

Last week’s column presented half of a list that I titled “10 things you’re probably STILL doing wrong as a plan fiduciary.”   

In this as, perhaps, many professional endeavors, it seems that the more you know, the more you know you don’t know.   

Last week I mentioned a revenue-sharing case that could have far-reaching implications.    

Remember when it used to be quiet in July? 

While the spate of revenue-sharing suits has—for the moment, anyway—faded into the background, fees remain one of the most hotly debated topics in our industry. ...

Anyone who has been paying attention to 401(k) plan litigation these past several years knows that a common trigger—perhaps the most common trigger—for litigation is the presence...

Over the weekend, I reacquainted myself with that episode of the HBO miniseries “John Adams” titled “Independence.” 

PLANSPONSOR’s National Conference last week featured a series of panels titled “Five Things You Need to Know About…” focused on a series of topics. ...

“When the going gets tough, the tough get going,” or so goes the old saying.  

I participate in a number of LinkedIn groups (and “sponsor” a couple).  

Recently, the Internal Revenue Service (IRS) announced that it was sending a questionnaire out to about a thousand 401(k) plan sponsors. 

As a parent, you spend a lot of time telling your kids what to do, and perhaps more time than you think you should convincing them that it...

I’ve been a huge “Star Trek” fan for most of my life. 

While the markets were in an apparent freefall last week, I could hear former Treasury Secretary Hank Paulsen on the TV in the next room...

Here’s a question to ask your plan sponsor clients: “Why do you offer a 401(k) plan?”

I have always taken seriously the notion that news and information should be presented “straight”, and without commentary. 

There is a “common wisdom” in our business that suggests that all plan sponsors are, more or less, alike.

Change is a reality of life.

About two months ago, the Department of Labor asked the public for some insights on retirement income via a request for information, or RFI.  

For all the fuss about fees, a recent friend of the court filing by the Department of Labor reminds us that it’s not just what you...