Opinions

March 5, 2009 (PLANSPONSOR.com) - There's little question in my mind that we need to continue to report on situations where these matching contributions are being suspended

March 3, 2009 (PLANSPONSOR (b)lines) - A plan adviser asks: "If a plan sponsor wants to terminate its existing 403(b) plan and start a new one, does it...

March 3, 2009 (PLANSPONSOR (b)lines) - Beginning with the 2009 plan year, 403(b) plans that are subject to Title I of ERISA, and have 100 or more eligible...

February 25, 2009 (PLANSPONSOR.com) - For most of the jobs in my career, I've had a job description.

February 24, 2009 (PLANSPONSOR (b)lines) - A plan provider asks: "Can a 403(b) vendor rely on self-certification of a participant that the participant is a former employee eligible...

I've spent most of my life, certainly my adult life, confident that Americans, certainly in large part, are reasonable and rational.

We got another verdict on those infamous revenue-sharing lawsuits last week.

Much has been made in recent weeks over the so-called Ponzi scheme foisted on the investing public by Bernie Madoff.

Those who had been waiting anxiously (or nervously) for that final wave of regulations from the Department of Labor will have (get?) to wait a bit longer, it...

A couple of weeks back, I got an e-mail from Robert Powell, who writes on personal finance for MarketWatch, and he asked an interesting question: specifically, what, in...

January 13, 2009 (PLANSPONSOR (b)lines) - In the past two columns, we've addressed the fiduciary requirements and certain safeguards for ERISA 403(b) plans. This column focuses on the...

A few decades ago, I suffered a nasty skiing accident.

January 9, 2008 (PLANSPONSOR.com) - As a Survey Says bonus question this week, I asked readers to weigh in on the big retirement issues that the Obama administration...

January 7, 2009 (PLANSPONSOR.com) - It's a brand new year, and one of the "traditions" associated with a new year is the making of New Year's Resolutions.

Here's a headline you won't see this week: "Nobody Cut Their 401(k) Match Today."

My eldest has been carrying a heavier than "recommended" class load this semester, and that - combined with her choice of classes - has meant that she's been...

As my wife and I drove to pick up our eldest for the Thanksgiving break, I saw something I never thought I would see again.

I wouldn't for a second suggest that the current financial/economic crisis that we are enmeshed in isn't "real," or that the efforts to remedy it thus far aren't...

December 2, 2008 (PLANSPONSOR (b)lines) - In our last column, we looked at the duties of fiduciaries in 403(b) plans that are subject to ERISA. Here we'll examine...

December 2, 2008 (PLANSPONSOR (b)lines) - A plan provider asks: "Does the plan have to comply with the written plan document requirement if it is terminated prior to...