Columnists

I was at a conference a couple of weeks ago, when the CEO of a large, national consulting firm stood up and commented on the increased fiduciary burden...

We spend a fair amount of time worrying about the relatively small percentage of workers who choose not to participate—at all, fully, or effectively—in their workplace savings plan.

The testimony presented at last week’s hearing by the House Education and Labor Committee on the issue of 401(k) fees was remarkably consistent, IMHO, certainly compared with the...

Despite the variety of advisers, practices, business models, and broker-dealer affiliations at our recent PLANADVISER National Conference, there was a remarkable degree of convergence of purpose in evidence.

In inflation everything gets more valuable except money

This week I’m going to do something I never thought I would do again.

In a business notorious for change, it nonetheless seems fair to say that the past twelve months have been extraordinary ones indeed for financial advisers.

Here we go - - - again.

These days, the Pension Protection Act of 2006 (PPA) is sometimes referred to as the “Pension Destruction Act.″

We don’t have a large yard, but it’s big enough to be “unruly.″

Last week, no fewer than a dozen industry trade organizations put their collective heads together and tried to help the Department of Labor—which has been working on a...

I am fortunate enough to have access to a vast array of studies, research, and surveys about this business.

Without question, asset-allocation solutions—particularly target-date fund solutions—are well on their way to becoming a dominating force on retirement plan menus.

I was on a panel at our recent Plan Designs conference, and the topic of qualified default investment alternatives (QDIAs) came up.

Last week the Government Accountability Office (GAO) published a 67-page report titled “Conflicts of Interest Involving High Risk or Terminated Plans Pose Enforcement Challenges.″