Columnists

A New Look at the Importance of Income Replacement 

Last week, Fidelity published some data from their quarterly analysis of participant activity.    

We have long lamented the reality that only about half of this nation’s workers have access to some kind of workplace-based retirement vehicle, and with...

Last week’s column presented half of a list that I titled “10 things you’re probably STILL doing wrong as a plan fiduciary.”   

When the IRS points out retirement plan mistakes, avoid the ‘flight or fight’ urge

In this as, perhaps, many professional endeavors, it seems that the more you know, the more you know you don’t know.   

Despite the market's volatility, company-sponsored plans remain a valuable tool 

Last week I mentioned a revenue-sharing case that could have far-reaching implications.    

Remember when it used to be quiet in July? 

If you’re an advisor new to the social media scene, take some time to jump start your networking presence!  

While the spate of revenue-sharing suits has—for the moment, anyway—faded into the background, fees remain one of the most hotly debated topics in our industry. ...

Anyone who has been paying attention to 401(k) plan litigation these past several years knows that a common trigger—perhaps the most common trigger—for litigation is the presence...

Over the weekend, I reacquainted myself with that episode of the HBO miniseries “John Adams” titled “Independence.” 

PLANSPONSOR’s National Conference last week featured a series of panels titled “Five Things You Need to Know About…” focused on a series of topics. ...

“When the going gets tough, the tough get going,” or so goes the old saying.  

Is it automatically the right strategy for your clients?

I participate in a number of LinkedIn groups (and “sponsor” a couple).  

Recently, the Internal Revenue Service (IRS) announced that it was sending a questionnaire out to about a thousand 401(k) plan sponsors. 

As a parent, you spend a lot of time telling your kids what to do, and perhaps more time than you think you should convincing them that it...

The Internal Revenue Service (IRS) identifies the most common mistakes by 401(k) plans.