With lightning speed, the House managed to cobble together an economic stimulus package last week, the Senate will take it up this week, and President Bush seems eager...
After months of research, informal talks with vendors, and not a few inquiries to a few “trusted advisers,″ just before Christmas, we finally made our decision.
Back in 2003, when then-New York Attorney General Eliot Spitzer launched his investigation into mutual fund trading practices, two distinct areas were highlighted.
Having spent three days immersed in PLANSPONSOR’s second annual DB Summit, I was struck by just how relatively “easy″ participant-directed plans—be they 401(k), 403(b), or 457- are.
Thanksgiving has been called a “uniquely American″ holiday, and while that is perhaps something of an overstatement, it is unquestionably a special holiday, and one on which it...
I was having coffee with a buddy of mine a couple of weeks back, and before long the discussion turned to music; specifically the new Bruce Springsteen CD.
It may have lacked the hoopla of a midnight Harry Potter release, but in retirement industry circles, last week’s publication of the Department of Labor’s final regulations on...
I was at a conference a couple of weeks ago, when the CEO of a large, national consulting firm stood up and commented on the increased fiduciary burden...
We spend a fair amount of time worrying about the relatively small percentage of workers who choose not to participate—at all, fully, or effectively—in their workplace savings plan.
The testimony presented at last week’s hearing by the House Education and Labor Committee on the issue of 401(k) fees was remarkably consistent, IMHO, certainly compared with the...
Despite the variety of advisers, practices, business models, and broker-dealer affiliations at our recent PLANADVISER National Conference, there was a remarkable degree of convergence of purpose in evidence.
In a business notorious for change, it nonetheless seems fair to say that the past twelve months have been extraordinary ones indeed for financial advisers.