Columnists

Helping to bridge the retirement planning gap for executives is one of the most significant challenges—and near-term opportunities—plan advisers have today.

I learned a long time ago that when it comes to things like automobile maintenance, home repair, or gardening, I’m better off hiring an expert.   

We had wrapped up a very successful half-day adviser event ahead of our annual Awards for Excellence dinner last week.   

Every year about this time, we get reports from firms that purport to tell us how much time is spent in preparations for the NCAA basketball tournament—and,...

I live in Austin, Texas and Austin is known for a number of things.

Last week brought to light an aspect of 401(k) litigation that doesn’t generally get a lot of coverage—and the participant-plaintiff was presented with a $50,000...

There’s been a lot of talk coming from Washington of late about the need to have “an adult conversation” with the American people. 

Last week the Government Accountability Office (GAO) issued two reports focused on 401(k) plans. 

One of the first things you learn in any kind of ERISA primer is that, as a fiduciary, you are expected to conduct yourself either as if...

Today’s retirement plan market reflects two sides of a coin; one silver, the other gold. 

Thousands of protestors took to the streets this past week—in Wisconsin.  

As Valentine’s Day looms, you have perhaps seen those increasingly ubiquitous advertisements for a certain online florist. 

With many Baby Boomer executives approaching retirement and wanting to save significantly more than permitted through qualified retirement plans, deferred compensation programs are increasingly important components of contemporary...

We’re seeing a renewed focus on retirement income of late, and for good reason. 

Believe it or not, PLANADVISER Magazine is five years old this year. 

How to differentiate your business from the masses. 

Litigation—or more accurately, the fear of litigation—frequently serves to put us on notice.  

Replacing a gasoline engine with an electric hybrid motor...doubling the number of intake and exhaust valves...installing ABS brakes instead of standard discs...When it comes to cars, advanced designs...

Somewhere over the course of your academic or professional career, I’m sure you’ve been exposed to any number of group exercises.  

More slips, blips, dips, and tips from 2010