Opinions

Opinions |

IMHO: Conference "Calls"

As I was listening to, and participating in, panels at our Future of Asset Allocated Funds conference in California this past week, I was struck again by how...
Opinions |

A Response on 403(b) Plan Fees

October 20, 2009 (PLANSPONSOR (b)lines) - On October 5, the U.S. Government Accountability Office (GAO) released a report to Congressman Charles Rangel, Chair of the House Ways and...
Opinions |

SURVEY SAYS – Dear Boss…

October 15, 2009 (PLANSPONSOR.com) - With Bosses Day just around the corner, I asked readers what comments/counsel they would share with their bosses - good or bad -...
Opinions |

IMHO: A SunAmerica Opinion

I am admittedly something of a pension (and regulatory) geek, but when the SunAmerica Opinion was published (December 2001), it was clear that something big had just happened.
Opinions |

Surviving Form 5500 – for 403(b)s

October 6, 2009 (PLANSPONSOR (b)lines) - The IRS 403(b) Regulations are not the only large change sponsors of 403(b) plans are dealing with - expanded Form 5500 requirements...
Opinions |

IMHO: When You Assume…

Somewhere in the course of your professional life, you have no doubt heard (or used) the expression about what happens when you assume...
Opinions |

What 403(b)s Need from Advisers

September 29, 2009 (PLANSPONSOR.com) - With new 403(b) regulations effective 1/1/2009, sponsors of 403(b) plans are looking for help, creating a great opportunity for retirement plan advisers wanting...
Opinions |

IMHO: Under New Management

Sitting in the audience at the ASPPA/DoL Speaks conference last week, I was reminded just how disruptive it can be to have a new boss.
Opinions |

IMHO: Domino Theories

September 15, 2009 (PLANSPONSOR.com) - If you want to get a quick sense of just how fast time flies, consider that it was only a year ago today...