Opinions

May 21, 2009 (PLANSPONSOR.com) - Memorial Day weekend traditionally marks the beginning of the summer vacation season - a time when many will hit the roads, or hit...

May 19, 2009 (PLANSPONSOR (b)lines) - A plan adviser asks: "An individual participates in a 403(b) plan that is being terminated. The contract is an individually-owned 403(b) contract....

May 19, 2009 (PLANSPONSOR (b)lines) - The final 403(b) regulations brought additional (though incomplete) clarity to an important topic: terminating a 403(b) plan.

In just a couple of months, I will find myself in the unenviable financial position of having two children in college at the same time.

May 14, 2009 (PLANSPONSOR.com) - Without question, the past few months have tried and tested the best investment strategies.

There was an intriguing survey on target-date investing published last week, but one that, IMHO, generates as many questions as answers.

May 12, 2009 (PLANSPONSOR (b)lines) - Now that the IRS final 403(b) regulations are generally effective, public school and 501(c)(3) organizations are more involved in the operation of...

May 7, 2009 (PLANSPONSOR.com) - As a bonus question this week I asked readers if they (still) subscribed to a traditional newspaper.

May 5, 2009 (PLANSPONSOR (b)lines) - In the last (b)lines Ask the Expert, it was stated that "if the 403(b) is an ERISA plan, the sponsor cannot simply...

April 29, 2009 (PLANSPONSOR.com) - It may be too soon to know if this swine flu outbreak will be a true pandemic, or just a pandemic scare (let's...

April 30, 2009 (PLANSPONSOR.com) - As a bonus survey question this week, I asked readers if their company had used the recession as an excuse to lay off...

April 28, 2009 (PLANSPONSOR (b)lines) - A plan provider asks: "If an employee who usually falls under the 'works less than 20 hours a week' exemption from eligibility...

By now, you have no doubt either watched, had recommended to you, or at least heard about the "60 Minutes" special that ran a week ago Sunday.

April 27, 2009 (PLANSPONSOR.com) - Last week I asked readers about their worst job.

April 23, 2009 (PLANSPONSOR.com) - No matter how much you love (or occasionally don't love) your current job, there's always the one that really stands out in your...

ERISA's 404(c) has long been held out by some as something of a magic talisman.

April 21, 2009 (PLANSPONSOR (b)lines) - A plan adviser asks: "Will the Form 5500 audit/opinion letter rules apply to 403(b) plans like 401(k) plans?"

April 16, 2009 (PLANSPONSOR.com) - Well, it's come - and gone - again; the deadline for those who owe taxes to postmark those filings with the Internal Revenue...

April 16, 2009 (PLANSPONSOR.com) - There have been LOTS of surveys/reports on retirement confidence this week - and yes, they all pretty much indicate that there's less confidence...

Last week, I attended a media briefing sponsored by BGI titled "Restoring Confidence: Saving the Future of Retirement."