Recent Stories From this Author

Four by 401(k): Most investors fall into 4 core groups
September 15, 2011
I have done a lot of 401(k) plan participant education sessions over the years. As a result, I may know your 401(k) plan...

Eight tips for conducting successful retirement plan education programs
August 1, 2011
Simply stated, offering employees retirement education is the right thing to do. Retirement plans are complex and not easily...

Target-date funds present tricky concepts for employees to master
July 1, 2011
This may be an excellent time to focus the majority of your annual employee education initiative on TDFs. After what happened...

Hitting lucky number seven
June 1, 2011
Over the 25 years that I've spent consulting with plan sponsors about their 401(k) retirement plans, I've noticed that the...

Pin the tail on the fiduciary
May 1, 2011
Our clients often ask us to define who in their organizations are fiduciaries to their retirement plans and exactly what it...

Making sense of plan participant disclosure rules
April 1, 2011
On Oct. 14, 2010, the Department of Labor issued final rules related to the disclosure of fees to defined contribution...

Five steps to navigating the new world of retirement plan fees
March 1, 2011
On July 16, 2010, the Department of Labor released an interim final regulation relating to the fees that must be disclosed by...