Recent Stories From this Author

Winning over the skeptics to introduce financial education
January 1, 2011
Employers gradually are becoming aware that the financial health of employees can have a resounding impact on a number of...

Which way to Security St.?
September 1, 2010
Remember the days when retirement planning wasn't that difficult - the days when one was expected to retire at a particular...

Diversified portfolios can provide umbrella during economic storms
August 1, 2010
For the American investor, the last couple of years have been unnerving. I'm continually asking myself how the individual...

Focus on employees' financial wellness
July 1, 2010

Relocation in retirement takes careful financial, logistical planning
May 24, 2010
For employers that offer retirement planning advice, an important topic for advisers to raise with employees is the...

Don't let overlegislation undo 30 years of 401(k) fruitfulness
May 2, 2010
I believe most observers would conclude that 401(k) plans are one of the best inventions to ever come out of Washington, D.C.

Wellness scope too narrowly focused on health
April 5, 2010
Wellness programs, health promotion programs, health assessments, health fairs, discounted fitness programs, chronic disease...

Dealing with employee skepticism in tough times
March 1, 2010
Most people will admit that 2008 was a very tough year for investors. While much of 2009 provided a nice rebound, the fact is...

Connecting the dots: Financial wellness, physical wellness and shareholder value
December 2, 2009
MetLife's 7th annual Study of Employee Benefit Trends reports that there is "an important relationship between personal health...

Although savings have taken a beating, don't make target-date funds the punching bag
September 15, 2009
As an avid reader of benefits publications and as a former plan fiduciary for retirement plans, I can't help but notice all...