Columnists

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.″

“[T]he complaint is a rambling 38 page collection long on legal argument, public policy rhetoric and repetition, but vague in its allegations of facts which might be relevant...

A couple of weeks ago, my better half told me that she thought it was time that we traded in two of our aging vehicles – one a...

In nearly 30 years working with employer-sponsored retirement plans, I am hard-pressed to call to mind a product innovation that has been adopted with as much vigor as...

A couple of weeks ago, I stumbled across a paper published by the National Bureau of Economic Research titled “New Estimates of the Future Path of 401(K) Assets.″