IMHO

More slips, blips, dips, and tips from 2010 

If 2010 was not quite the return to “normal” we might have hoped, there was more than enough—both new and old—to draw the attention of plan sponsors.   

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...

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

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

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

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...

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

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.

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...

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...

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

Last week, I got an early morning call from my daughter. 

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.   

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...

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

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

Next week we will launch our eighth annual search for the nation’s best retirement plan advisers. 

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

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...