Magazine Articles

Saxon Angle |November 2009

Feast or Famine

In-kind contributions to defined benefit plans
Cover |November 2009

Comfort Zones

Insights from our annual Defined Contribution Survey
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.
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
Saxon Angle |October 2009

Reporting for Duty

Ready for another federal reporting requirement?
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.