Magazine Articles

I have been worried for some time that plan sponsors and participants do not understand the consequences of Roth deferrals. I am concerned that many plan sponsors do...

Dealing with the new W-2 reporting and small-business tax credit

There’s an old saying that what you don’t know won’t hurt you. That’s not precisely true, of course. It’s more accurate to say, if you don’t know about...

Anyone who has been paying attention to 401(k) plan litigation these past several years knows that a common trigger—perhaps the most common trigger­—for litigation is the presence of...

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...

For decades, as a mid-range Boomer, I have read (and relished) any number of market research reports and surveys that purported to show how different “we” were from...

Each month, Bells & Whistles highlights recent product introductions that plan sponsors­ may find of interest. More information on these announcements can be found on www.plansponsor.com. If you...

PLANSPONSOR's 2010 Recordkeeping Survey

The debate over in-plan versus out-of-plan use of DC annuities intensifies.

For those willing to set aside preconceived notions, structured products could be just the ticket.

Most still sensitive to, not driven by, liabilities.

Transition management heads in a new direction.

Who benefits, who pays?

First batch of DoL/SEC TDF guidance focuses on participant education

Prohibited transactions and conflicts of interest

The implications of expanding "dependent" coverage.

If you’re a parent (or own pets), sooner or later you find yourself gaping at a door left wide open while your child (or pet) struggles to decide...

Health-care reform: constitutional or not?

The myth of 8%

Guaranteed lifetime income—an important part of the retirement solution.