Columnists
IMHO: Liability Driven?
Having recently had a couple of new members join our 401(k) investment committee, I asked our investment adviser to conduct a briefing.
IMHO: Thanks Giving
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...
Perspective: Employers Need Direction on the Path to Becoming Fiduciaries
Yogi Berra, Hall of Fame catcher for the New York Yankees, once said, “If you don’t know where you are going, you might wind up someplace else.”
IMHO: “Sure” Things
In a very real sense, this has been a “rebuilding” year for many plan sponsors and participants.
IMHO: “After” Thoughts
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.
IMHO: Cost of Living 'Adjustment'
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...
IMHO: Interests 'Bearing'
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...
IMHO: Paper “Trail”
Last week, the Department of Labor reissued its proposed regulation on participant fee disclosure.
IMHO: Scale Model
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.
IMHO: Status Quo?
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...
IMHO: “Forever” More?
Last week, the Treasury Department and Department of Labor held two days of joint hearings on the subject of retirement income.
IMHO: Listening Post
With our PLANADVISER National Conference just one week away, I found myself turning back to my notes from the PLANSPONSOR National Conference in June.
Perspective: How to Drive Retirement Plan Participation at Small Businesses
Strategies to increase participation rates and build your business.
IMHO: “Miss” Perceptions?
Next week we will launch our eighth annual search for the nation’s best retirement plan advisers.
Perspective: Guaranteed Lifetime Payments
A New Look at the Importance of Income Replacement
IMHO: Double Dipping?
Last week, Fidelity published some data from their quarterly analysis of participant activity.
IMHO: “Mandatory” Sentences
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...
IMHO: "Wrong" Headed?—Part 2
Last week’s column presented half of a list that I titled “10 things you’re probably STILL doing wrong as a plan fiduciary.”