Opinions

It's an undisputed fact that the vast majority of retirement plan participants never rebalance their accounts.

Last Friday, the Department of Labor issued a Field Assistance Bulletin on the "Statutory Exemption for Investment Advice."

Earlier this month, we passed the "anniversary" of the commencement of bombing strikes in Operation Desert Storm (1991).

Last month it was my privilege to act as co-host and moderator for our first-ever Defined Benefit Summit.

A couple of weeks ago, we got a panicked call from daughter No. 1, who had, on her way home from work, gotten her first flat tire.

I've been in this business since before I graduated college (and that's now been a while) - but my first interaction with a financial adviser didn't happen until...

Deals like the one announced on Friday by The 401(k) Company, Nationwide, and Schwab are the kind of thing that gives plan sponsors heartburn.

A few years back—when my kids still believed in the reality of Santa Claus—we discovered an ingenious Web site that purported to offer a real-time assessment of their...

December 14, 2006 (PLANSPONSOR.com) - As one can tell from the near-daily series of surveys we have reported on, 'tis the season for office holiday parties.

I was trolling around on the Internet last weekend, when I saw a story titled "The Downsides to Your 401(k)."

December 4, 2006 (PLANSPONSOR.com) - We got yet another call for 401(k) fee transparency last week.

Like many of you perhaps, I suddenly realized this past week that this week is Thanksgiving.

If you have turned on a TV, walked by a radio, or driven down a residential street in the past month, you will, of course, be aware that...

On September 11, 2006, while the nation was focused on the fifth anniversary of the 09/11 terrorist attacks, a St. Louis law firm launched its own "attack" on...

September 11, 2006 (PLANSPONSOR.com) - Five years ago today, I was in the middle of a cross-country flight, literally running from one terminal to another in Dallas, when...

August 3, 2005 (PLANSPONSOR.com) - Last week's Congressional machinations brought to mind Otto van Bismarck's comment that "Laws are like sausages, it is better not to see them...

August 3, 2006 (PLANSPONSOR.com) - The big news this week (other than the heat) is the status of pension legislation in the nation's Capitol.

By any measure, the recent convictions of former Enron executives Ken Lay and Jeff Skilling were a win for justice.

Last week, PBS' Frontline ran a program titled "Can You Afford To Retire?" For those of us in this business, the title was almost painfully rhetorical. After all,...

April 27, 2006 (PLANSPONSOR.com) - Today is Take Our Daughters and Sons to Work Day (and yes, that's "our", not "yours"). This week I asked folks what they...