10 things you’re (probably still) doing wrong as an ERISA fiduciary
I’ve never been much of a list-maker. I’ve been through all the time-management training classes that emphasize the importance of that focus, but I’ve always felt the process of putting together "to do" lists just kept me from doing what actually needed to be done. However, shortlists—or lists that focus on a particular project—can be extraordinarily useful in helping organize and/or prioritize. These I tend to do on scraps of paper that might be unintelligible to anyone else, and their "shelf life" tends to be rather short. Yet, no matter how agile one’s brain is, there is value in that simple physical organization.
A couple of weeks ago, the Senate Finance Committee held a hearing on "promoting retirement security." While options were presented to improve things, the discussion quickly veered toward a debate on whether and how well—or poorly—the current system is working.
Articles that appeared in the UpFront section of the magazine.
We all have them: Those front-line experiences that are inevitable when one deals with the variety—and sensitivity—of issues associated with human beings and critical life events. Sometimes those stories are tragic, sometimes they are bizarre, and sometimes—admit it—they are just plain funny.
It can be tough to know what other people think, but in early August, I asked readers how much the participants in their retirement plans think they are paying. Well, it may come as no surprise to most of you, but survey respondents did not paint an optimistic picture about participant understanding.
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As fiduciary concerns grow, multiple employer plans look compelling to some companies
The call of unconstrained bond strategies
ETFs becoming a major player in pension plan transitions
What sponsors need to know about hiring and monitoring a 3(38) fiduciary
Solis v. The Food Employers Labor Relations Association, et al.
Should we pay people to save?
The Supreme Court’s decision in Cigna Corp. v. Amara
The fiduciary safe harbor for investment managers
Planning for the future impact of PPACA