View Points

Context—Knowledge—Belief

One of my fondest memories as a kid, and I remember it like it was yesterday, is lying next to my brother in the back of my dad’s Rambler station wagon.

Industry Leaders Share Thoughts About ERISA

Forty years ago on September 2, in response to failing companies resulting in workers losing pensions, sweeping legislation designed to protect workers from losing their earned retirement income was signed into law.

Five Reasons to Consider Teaming with Local TPAs

Successful financial advisers who work primarily with employer-sponsored retirement plans, also known as specialist advisers, guide plan sponsors through the sometimes-complicated landscape of managing their company retirement plan.

The Need for Long-Term Care Insurance

When I was a youngster many years ago, my mother taught me to look both ways before crossing the street. I was precocious and told my mother that on a one-way street, I only had to look one way.

The MEP Revolution

Prediction: Multiple employer plans (MEPs) will grow faster than nearly any other segment of the retirement industry over the next ten years.

Boost Readiness with Plan Design

Philosopher and poet George Santayana said, “Those who do not remember history are condemned to repeat it” – a statement especially helpful for retirement plan advisers who look to better a client’s qualified retirement plan and participants’ retirement readiness.

Understanding 3(16) Administrative Services

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 the retirement industry.

Award Season

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