Opinions

Opinions |

Questions on ACA ‘Cadillac Tax’: Part I

Internal Revenue Code section 4980I, as enacted by the Patient Protection and Affordable Care Act (ACA), imposes a 40%, nondeductible excise tax (Excise Tax) on employers, health insurance...
Opinions |

Can Plan Sponsors Be Smarter About Smart Beta?

October 24, 2014 (PLANSPONSOR.com) - Smart beta is fast becoming a popular approach for providing retirement plan investors with a different, yet systematic, equity exposure than that offered...
Opinions |

Boosting Retirement Readiness at Key Career Stages

October 21, 2014 (PLANSPONSOR.com) - This week marks the annual celebration of National Save for Retirement Week, an initiative promoting the importance of offering and participating in employer-sponsored...
Opinions |

Unbundling the Target-Date Fund

October 10, 2014 (PLANSPONSOR.com) - There have been many articles that have detailed the vast differences between the various off-the-shelf target-date strategies for the defined contribution mid-market.
Opinions |

Hedge Funds as Fixed Income Replacements?

October 7, 2014 (PLANSPONSOR.com) - Should hedge funds replace fixed income investments? This question has been top-of-mind for many corporate defined benefit (DB) plan sponsors as they await...
Opinions |

Building on Success – What’s Next?

October 3, 2014 (PLANSPONSOR.com) - With all of the talk of a looming retirement crisis, it’s easy to forget that the retirement industry has made tremendous advancements in...
Opinions |

Are Your Employees Ready for Retirement?

September 30, 2014 (PLANSPONSOR.com) - Too often retirement planning is focused only on the investment aspect of a retirement plan, with little attention given to the true long-term...
Opinions |

Say ‘No’ to the Status Quo

September 26, 2014 (PLANSPONSOR.com) - “O Captain! My Captain,” words about leadership, about standing up for what is right, about America.