Columnists

Many Americans rely on Social Security as a significant retirement asset, and the options they select can make a substantial difference on retirement income. 

Financial advisers can provide a valuable and necessary service to both defined contribution (DC) plan sponsors and participants—if advisers know what they need.

The American Taxpayer Relief Act of 2012, otherwise known as the “fiscal cliff” tax legislation, had no direct impact on the tax treatment of nonqualified deferred compensation (NQDC)...

I want to rebuild the pension system, but I need your help. Last week, I released a proposal to create a new type of privately run retirement plan....

Bobby Layne, the Hall of Fame quarterback for the Detroit Lions, once described the perfect plan for generating an income in retirement: “The secret to a happy life,”...

For many plan advisers, deferred compensation is an unexplored area of retirement services—but one that offers many potential rewards.

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.   

When The Hartford asked Americans age 45 and older about their retirement plans, two in five said they intended to work longer and delay retirement, or work part...

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.