Magazine Articles

We got a lot of interest—and more than a few recollections—from NewsDash readers about an online story on exaggerated resumés.

Each month, Bells & Whistles highlights recent product introductions that plan sponsors may find of interest.

Private equity now accounts for 5% and 3%, respectively, of the assets at public and private pension plans that have added it to their portfolios.

Paul H. Anderson, etc. v. Board of Trustees of the Northwest Ohio United Food and Commercial Workers Union and Employers' Joint Pension Fund

Proposed regulations released in late August from the Department of Labor (DoL) purport to offer clarification on the Pension Protection Act (PPA) exemption for offering investment advice, and...

There's a broad consensus that 401(k) plans have replaced defined benefit (DB) plans as the retirement savings program for American workers.

The United States Department of Labor recently amended its "Enforcement Manual" regarding how DoL investigators treat meals, gifts, and entertainment provided to ERISA plan fiduciaries.

The 401(k) industry calls it revenue sharing. The mutual fund industry calls it 12b-1 fees, subtransfer agency fees, shareholder servicing fees, and profit-sharing payments. The Department of Labor...

Adding alternative asset classes, such as real estate, to traditional portfolios usually aims for two intended results: to boost returns by exploiting new types of risks, or to...

To help sponsors make sense of the biggest money management product push of the new century, earlier this year, PLANSPONSOR reached out to managers offering the new strategies...

Amid a tough economy, a lot of employers that did big human-resources outsourcing deals in the past few years are now rethinking them, says Denise LaForte, a Chicago-based...

Middle-income Americans now retiring will have to reduce their standard of living by an average of 24% to avoid outliving their financial assets, a new study finds.

Winston Churchill once said that America and Britain were "two nations divided by a common language." It's a division exacerbated by our habit of using the same words...

For most pension plans, the short bursts of hard, unpleasant work known as portfolio transitions are an infrequent event—maybe one episode every three or four years, assuming all...

In July, the Department of Labor published its much-anticipated proposed participant fee disclosure regulations. A week later, I asked readers for their perspectives on the matter.

Each month, Bells & Whistles highlights recent product introductions that plan sponsors may find of interest.

Craig Wangberger v. Janus Capital Group, Incorporated; Plan Advisory Committee, and Charles Schwab Trust Company; Advisory Committee; Steven L. Scheid; G. Andrew Cox; Paul F. Balser

Almost from the moment federal regulators announced they intended to beef up required plan disclosures, the message they heard most often from retirement services industry members was simple:...

Under current rules, if an employer sponsors a "tax-qualified" plan—a DB plan or a 401(k) plan—the employer gets a deduction when it makes a contribution to the plan,...

The U.S. Department of Labor is working on three significant regulatory projects regarding 401(k) fees.