IMHO

I was in London for a few days last week. 

The headlines last week were all about how new legislation had been introduced to cut down on the “leakage” from 401(k) plans. 

Three things every adviser (and provider) wishes plan sponsors understood about recordkeeping conversions:  

Without question the retirement plan industry has prospered from the long-standing practice of relying heavily – and in some situations, completely - on asset-based fees. ...

Over the past couple of years 401(k) evaluation service BrightScope has made quite a splash.    

Plan sponsors spend a lot of time wondering—and worrying—about the “right” way to do things.   

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%...

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.   

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

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,...

Last week brought to light an aspect of 401(k) litigation that doesn’t generally get a lot of coverage—and the participant-plaintiff was presented with a $50,000...

There’s been a lot of talk coming from Washington of late about the need to have “an adult conversation” with the American people. 

Last week the Government Accountability Office (GAO) issued two reports focused on 401(k) plans. 

One of the first things you learn in any kind of ERISA primer is that, as a fiduciary, you are expected to conduct yourself either as if...

Thousands of protestors took to the streets this past week—in Wisconsin.  

As Valentine’s Day looms, you have perhaps seen those increasingly ubiquitous advertisements for a certain online florist. 

We’re seeing a renewed focus on retirement income of late, and for good reason. 

Believe it or not, PLANADVISER Magazine is five years old this year. 

Litigation—or more accurately, the fear of litigation—frequently serves to put us on notice.  

Somewhere over the course of your academic or professional career, I’m sure you’ve been exposed to any number of group exercises.