Tag: PPA

dean's list

QDIA Essentials

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

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: “Access” Points

On Friday, the Department of Labor, as part of the White House’s Middle Class Task Force, formally unveiled a couple of initiatives.
fiduciary fitness

Vested Interests

Vesting issues under the PPA can be a trap for the unwary
investment-oriented

Who Needs an Adviser?

Picking the best solutions—even the best automatic solutions—still requires expertise
fiduciary fitness

Making the Grade

Understanding the EACA exception for nondiscrimination tests

IMHO: "Hind" Sighted

What might the year past mean for the year ahead - on fee disclosure, target date funds, investment advice?  

IMHO: Conference “Calls”

As I was listening to, and participating in, panels at our Future of Asset Allocated Funds conference in California this past week, I was struck again...

IMHO: A SunAmerica Opinion

I am admittedly something of a pension (and regulatory) geek, but when the SunAmerica Opinion was published (December 2001), it was clear that something big had...

IMHO: Under New Management

Sitting in the audience at the ASPPA/DoL Speaks conference last week, I was reminded just how disruptive it can be to have a new boss.