Columnists

IMHO: "Hind" Sighted

What might the year past mean for the year ahead - on fee disclosure, target date funds, investment advice?  

IMHO: Health “Care”

Like most Americans who have health insurance (and most do), I’m reasonably happy with what I already have.

IMHO: Naughty or Nice?

A few years back—when my kids still believed in the reality of Santa Claus—we discovered an ingenious Web site that purported to offer a real-time assessment...

IMHO: Holding Patterns

In one of the more challenging economic years in memory, it is not surprising that the pace of change set in motion in defined contribution plans by the...

IMHO: The Benefits of the Doubt

Those who were wondering when—or perhaps if—the issues raised in those revenue-sharing lawsuits would ever actually be tried got a strong, affirmative response last week.

IMHO: Tractor “Trailer”

About a week ago, Caterpillar agreed to a $16.5 million settlement of one of those allegedly excessive fee/revenue-sharing lawsuits.

IMHO: Worth Whiles

I’m sure you’ve seen that commercial where a series of more-or-less everyday events and their price tags are presented.

IMHO: Conference “Calls”

As I was listening to, and participating in, panels at our Future of Asset Allocated Funds conference in California this past week, I was struck again...

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.