Columnists

In a perfect world, plan loans wouldn’t exist.

You’ve heard of financial capital, but do you know about relationship capital?

Ten years ago most advisers had never heard of a 3(38) investment manager, but today “3(38)” and “3(21)” roll off the tongue—we do love our numerical buzzwords in...

PLANSPONSOR/PLANADVISER Awards for Excellence celebrates leaders across the retirement plan industry

We all know that our cars need regular maintenance to keep running smoothly and avoid breakdowns.

Every plan and every employee population is somewhat unique, so the decision about special education should be considered by fiduciaries on a plan-by-plan basis.

Everyone knows it’s smart to get physicals on a regular basis. Preventive care helps detect problems before they become a health crisis. 

It’s no secret that the 401(k) market presents a wealth of opportunities for advisers.

Engaging plan sponsors in a meaningful dialogue to enhance the success of their retirement programs has never been more challenging.

When a plan subject to the Employee Retirement Income Security Act (ERISA) appoints an investment manager to manage a portion of the plan’s portfolio, the plan will frequently...

The trend of auto-enrolling employees into defined contribution plans is accelerating.

Among the massive waves of Baby Boomers heading into retirement are a significant number of business owners who face a dilemma—they want to transition into retirement but, for...

I learned one of my favorite words when I was living in Louisiana: lagniappe. It refers to a small gift a merchant gives a customer when they buy...

Complicated, non-intuitive terminology is a barrier to plan participation, endangering the retirement security of large numbers of Americans.

Since its introduction nearly 30 years ago, the 401(k) has evolved from a perk for high-paid executives to an essential benefit to finance the retirement of the middle...