Columnists

Plan Design Optimization

Over the years, defined contribution (DC) plan sponsors have collectively put in tremendous energy and resources to advance participants’ retirement readiness.

To Serve DC Plans, Know the Need

Financial advisers can provide a valuable and necessary service to both defined contribution (DC) plan sponsors and participants—if advisers know what they need.

IMHO: Thanks Giving

After a dozen years here at PLANSPONSOR and PLANADVISER, effective November 1, I will join the Employee Benefit Research Institute (EBRI) in Washington, D.C., as Director, Education and...

IMHO: Lessened, Learned?

When I’m talking to plan sponsors (and advisers) about the challenges of being an ERISA fiduciary, a lot of things come to mind.

IMHO: Catching Your 'Drift'

I recently found myself driving in an unfamiliar city without the aid of a GPS (global positioning system).    

IMHO: “Nigh” Five

A few weeks back, I offered some notions about what the next five years will bring in terms of industry trends.

IMHO: “Better” Business

There was another judicial decision in another revenue-sharing case earlier this month—and another victory for a plan sponsor. 

IMHO: Working “Outs”?

Last week the Senate Finance Committee held a hearing on “promoting retirement security.”   

IMHO: “Back” Pay?

During last week’s GOP presidential candidate debate, Texas Governor Rick Perry grabbed headlines by reaffirming his position that Social Security is a “Ponzi scheme.” 

IMHO: Decision “Points”

I have watched with increasing interest the growing furor over the Department of Labor’s proposed new fiduciary definition.