Magazine Articles
Bells & Whistles |July 2009
July 2009
Each month, Bells & Whistles highlights recent product introductions that plan sponsors may find of interest.
(k)Plans |October 2009
A Hidden Agenda
Small-plan 401(k) lawsuit targets three providers over allegations of excessive fees and inadequate disclosure
Running the Fund |October 2009
Below the Surface
12 things you should know about asset-allocation funds
Cover |October 2009
Plowing New Fields
Historically, securities lending has not been a fertile field for litigation, but that changed quickly with the market disruptions in the fourth quarter of 2008.
Editorial |October 2009
Acid Tests
Prudent plan sponsors know they must remain ever vigilant, even in the best of times. Yet, no matter how hard we try to develop systems and processes that...
IMHO |October 2009
Duty Calls?
When it comes to qualified retirement plans, there are three kinds of people: people who are fiduciaries and know it, people who aren't fiduciaries and know it, and...
UpFront |October 2009
October 2009
PLANSPONSOR.com news articles that also appeared in the Upfront section of the October issue.
War Stories |October 2009
War Stories – October 2009
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.
Survey Says |October 2009
What Do You Do on the Way to Work?
Over the course of my career, I've had various—and varying—commutes. Those have been everything from long train rides to short drives, and back to longer drives—and there was...
Bells & Whistles |October 2009
October 2009
Each month, Bells & Whistles highlights recent product introductions that plan sponsors may find of interest.
Feature |October 2009
2009 Employee Benefits Attorneys Guide: Juris Prudence
Ours is a business bounded by laws—at least as much as any, if not more than most. If we are largely spared the intrusions of the occasional vagaries...
Head of the Class |October 2009
Property Tacts
Albert Einstein once said that a person who has never made a mistake never tried anything new. That is an encouraging perspective for those who make a living...
Case Sensitive |October 2009
Second Chances
Steven Harris, Dennis F. Ramos, on Behalf of Themselves and All Others Similarly Situated, v. Amgen, Inc., Frank J. Biondi, Jr.; Jerry D. Choate; Frank C. Herringer; Gilbert...
Barry's Pickings |October 2009
Demographic Partings
Demographics and generational transfers of wealth
Just out of Reish |October 2009
Directing the Plan
A client recently asked about the fiduciary responsibilities of the board of directors of the sponsor of a 401(k) plan. This column is a summary of my answer.
Total Benefits |September 2009
Pay for (Patient) Performance
Behavioral economics plays a big role in the success of wellness programs