Tag: Education

IMHO: Rest “Room”

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%...

IMHO: Expert Opinions

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.   

IMHO: Mixed Messages

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

Retirement Income Is a Living Case Study

When some of the country’s top retirement plan advisers gathered last week to discuss retirement income, Jim Brockelman, Managing Director at Putnam, pointed out that the entire topic...

IMHO: Comparison “Points”

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,...

The Hartford Expands Two VP Roles

The adjustments are in line with The Hartford's newest strategies: increasing its share of government and tax-exempt retirement plans and enhancing participant education.