Tag: Nevin Adams

IMHO: The Duty To Ask

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

IMHO: “Thinking” Caps

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. ...

IMHO: Prudent Mien?

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...

IMHO: “Free” Wills

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

IMHO: QDIA Essentials

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. ...

IMHO: Compliance 'Deportment'

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

IMHO: Decision Decisions

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...

IMHO: Grecian 'Formula'

While the markets were in an apparent freefall last week, I could hear former Treasury Secretary Hank Paulsen on the TV in the next room...

IMHO: Why Bother?

Here’s a question to ask your plan sponsor clients: “Why do you offer a 401(k) plan?”

IMHO: “Out” Spoken

About two months ago, the Department of Labor asked the public for some insights on retirement income via a request for information, or RFI.  

IMHO: Court “Case”

For all the fuss about fees, a recent friend of the court filing by the Department of Labor reminds us that it’s not just what you...

IMHO: Power Less

Last Saturday night, we returned to a home darkened by a power outage.  

IMHO: Afford Abilities

There are in this--or perhaps any—business certain moments of epiphany that shed light and clarity,

IMHO: Income Tacts

I don’t know if you’ve gotten to this point in your year yet, but we’ve started doing taxes in our household.