IMHO

After a dozen years here at PLANSPONSOR and PLANADVISER, effective November 1, I will join the Employee Benefit Research Institute (EBRI) in Washington, D.C., as Director, Education and...

When I’m talking to plan sponsors (and advisers) about the challenges of being an ERISA fiduciary, a lot of things come to mind.

I recently found myself driving in an unfamiliar city without the aid of a GPS (global positioning system).    

We spent some time this past weekend getting my eldest daughter squared away in her new apartment.   

A few weeks back, I offered some notions about what the next five years will bring in terms of industry trends.

There was another judicial decision in another revenue-sharing case earlier this month—and another victory for a plan sponsor. 

Last week the Senate Finance Committee held a hearing on “promoting retirement security.”   

During last week’s GOP presidential candidate debate, Texas Governor Rick Perry grabbed headlines by reaffirming his position that Social Security is a “Ponzi scheme.” 

It’s been a stressful week—and it’s not over yet.   

I finally got to the dentist last week.  

I have watched with increasing interest the growing furor over the Department of Labor’s proposed new fiduciary definition.   

The year we began publishing PLANADVISER was a big year in many ways for me.  

I was late to the NetFlix game—switching over only when my local Blockbuster closed its doors.   

In my experience, there are three major reasons that people save for retirement.   

There were three big disclosure announcements last week.   

You may have missed it, but there was a bit of a “dust up” in our industry last week. 

This past week, my son graduated from high school.   

The underlying theme of last week’s PLANSPONSOR National Conference was “measuring up."

I’ve long adhered to the wisdom of having a “Plan B,” a fallback position if the things you hope will work out—don’t.   

Much to my surprise, my son went to prom this weekend.