Tag: Columnists

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....

Boost Participation in 401(k) Plans To Avoid The Dreaded "Rebate" Check For Highly Compensated Employees

The volatile economy has increased the urgency behind this year’s terminated plan season.

Are your plans the next targets?

What do terminated participants and under-inflated car tires have in common?

It’s painful to watch a friend make a life-altering mistake.

Growth opportunities aren’t what they used to be in the retirement planning business.

The new year ushered in some important provisions that directly affect qualified retirement plans.

The Supreme Court’s recent 401(k) ruling should be a warning.

It seems that nearly everyone today is feeling the pinch of the current economy.

There’s a growing recognition that retirement plan managers are under the gun because of new legislation as well as increases in employee mobility and auto-enrollment.

As U.S. workers continue to change jobs at an unprecedented rate (experts say it’s now up to 20 percent annually), the retirement accounts they leave behind with previous...