IMHO

IMHO: Target Aims

Asset-allocation fund solutions have, to put it mildly, exploded on the retirement plan scene—aided in no small measure by the sanction of the Department of Labor’s final regulations...

IMHO: A SunAmerica Opinion

I am admittedly something of a pension (and regulatory) geek, but when the SunAmerica Opinion was published (December 2001), it was clear that something big had...

IMHO: When You Assume…

Somewhere in the course of your professional life, you have no doubt heard (or used) the expression about what happens when you assume1.

IMHO: Under New Management

Sitting in the audience at the ASPPA/DoL Speaks conference last week, I was reminded just how disruptive it can be to have a new boss.  

IMHO: Domino Theories

If you want to get a quick sense of just how fast time flies, consider that it was only a year ago this week that Lehman Brothers filed...

IMHO: Looking Class

Next week PLANSPONSOR and PLANADVISER will open nominations for our Retirement Plan Adviser of the Year awards.

IMHO: “To Do” List

10 Things You’re (Probably) Doing Wrong—or Not Doing Right—as a Plan Fiduciary 

IMHO: Duty Calls?

When it comes to qualified retirement plans, there are three kinds of people: people who are fiduciaries and know it, people who aren’t fiduciaries and know...

IMHO: “Talent” Ed

As a kid, I remember sitting in church listening to a sermon about what I have since come to know as the “parable of the talents,”...

IMHO: “Right” Minded

One of the most common—and consistent—inquiries I receive (via e-mail, anyway) is from readers looking for help in choosing a plan provider. 

IMHO: Tranquility Base

While I am sure there was a period in my youth when I wanted to be a fireman, a cowboy, or maybe even a professional athlete, my earliest...

IMHO: The “Burden″ of Proof

Recently the 7th Circuit responded to requests that it reconsider its opinion in the revenue-sharing/″excessive fee″ case of Hecker v. Deere.

IMHO: Design Lines

It’s now been nearly three weeks since our Plan Designs conference in Chicago and, once again, I got so many interesting ideas, so much good information—well, I’m still...

IMHO: Value Judgments

Way before we had “reality″ shows where we could watch people make fools of themselves in prime time, there was “Let’s Make a Deal.″

IMHO: Value Judgments

Way before we had “reality″ shows where we could watch people make fools of themselves in prime time, there was “Let’s Make a Deal.″

IMHO: "View" Points

We hadn’t gotten very far into the agenda of our Plan Designs conference last week when a plan sponsor asked the question that, IMHO, is on a lot...

IMHO: Clock Work?

In recent weeks, those favoring a government solution to the issue of retirement security/savings have championed the soundness of Social Security.

IMHO: Poll Positions

There was an intriguing survey on target-date investing published last week, but one that, IMHO, generates as many questions as answers.