Tag: Nevin Adams

IMHO: Naughty or Nice?

A few years back—when my kids still believed in the reality of Santa Claus—we discovered an ingenious Web site that purported to offer a real-time...

IMHO: The Measure of the Plan

Not so long ago, plan sponsors gauged the success of their defined contribution offerings by a single metric: participation rate.   

IMHO: Fiscal Therapy?

This week I will undergo one of those “you’re getting older” physicals.   

IMHO: Liability Driven?

Having recently had a couple of new members join our 401(k) investment committee, I asked our investment adviser to conduct a briefing.

IMHO: Thanks Giving

Thanksgiving has been called a “uniquely American” holiday, and one on which, IMHO, it is fitting to reflect on all for which we have to...

IMHO: “Sure” Things

In a very real sense, this has been a “rebuilding” year for many plan sponsors and participants.  

IMHO: “After” Thoughts

The morning after last week’s mid-term elections, a plan sponsor friend of mine called me up and asked me what I thought it all meant.

IMHO: Cost of Living 'Adjustment'

A couple of weeks back, the Social Security Administration announced that, for the second year in a row—but only for the second time since 1975—there...

IMHO: Interests 'Bearing'

Last week the Labor Department issued a proposal that would, by its reckoning, provide the first update to the definition of an ERISA fiduciary since...

IMHO: Paper “Trail”

Last week, the Department of Labor reissued its proposed regulation on participant fee disclosure. 

IMHO: Scale Model

I’ve long had an issue with weight scales, for the perhaps obvious reason that, these days, they frequently deliver a message I’d just as soon not receive.   

IMHO: Status Quo?

Last week, during our PLANADVISER National Conference, I asked a panel of four plan sponsors if their current adviser was a fiduciary—and if that status mattered...

IMHO: “Forever” More?

Last week, the Treasury Department and Department of Labor held two days of joint hearings on the subject of retirement income.   

IMHO: Listening Post

With our PLANADVISER National Conference just one week away, I found myself turning back to my notes from the PLANSPONSOR National Conference in June.    

IMHO: Double Dipping?

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

IMHO: “Mandatory” Sentences

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...

IMHO: "Wrong" Headed?—Part 2

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

IMHO: "Wrong" Headed?

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