Columnists

The year we began publishing PLANADVISER was a big year in many ways for me.  

I was late to the NetFlix game—switching over only when my local Blockbuster closed its doors.   

In my experience, there are three major reasons that people save for retirement.   

There were three big disclosure announcements last week.   

You may have missed it, but there was a bit of a “dust up” in our industry last week. 

A growing number of plan advisers are entering the non-qualified deferred compensation (NQDC) marketplace.

This past week, my son graduated from high school.   

The underlying theme of last week’s PLANSPONSOR National Conference was “measuring up."

I’ve long adhered to the wisdom of having a “Plan B,” a fallback position if the things you hope will work out—don’t.   

Much to my surprise, my son went to prom this weekend. 

I was in London for a few days last week. 

The headlines last week were all about how new legislation had been introduced to cut down on the “leakage” from 401(k) plans. 

Three things every adviser (and provider) wishes plan sponsors understood about recordkeeping conversions:  

Without question the retirement plan industry has prospered from the long-standing practice of relying heavily – and in some situations, completely - on asset-based fees. ...

Politicians have always been fond of second chances. 

Over the past couple of years 401(k) evaluation service BrightScope has made quite a splash.    

I read with interest about Putnam Investments’ recent success with its online Lifetime Income Analysis Tool—a tool that projects how much income a participant’s savings may generate in...

Plan sponsors spend a lot of time wondering—and worrying—about the “right” way to do things.   

Insights from the Retirement Plan Adviser and Adviser Team of the Year winners and finalists.

It should come as no surprise that the vast majority of plan sponsors who have adopted automatic enrollment have chosen to default that initial deferral at 3%...