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Top Stories

By Ray Harmon11/21/2014 • 0 Comments

When President Obama named Loretta Lynch as his nominee to replace U.S. Attorney General Eric Holder, speculation about Secretary of Labor Tom Perez being tapped for the role was put to rest, while speculation about the impact on the DOL’s agenda was reinvigorated. READ MORE

By Andrew Remo11/21/2014 • 0 Comments

Yale Law School professor Ian Ayres — yes, that Ian Ayres – made a presentation at a Nov. 19 public hearing held by the Connecticut Retirement Security Board that featured an interesting proposal.

By Nevin Adams11/21/2014 • 0 Comments

The Oxford Dictionaries recently declared that “vape” was its Word of the Year. If you’re unfamiliar with “vape,” it means “to inhale and exhale the vapor produced by an electronic cigarette or similar device.”  READ MORE

By Ray Harmon11/21/2014 • 0 Comments

In the wake of the surprise election of Republican Larry Hogan to the Maryland governor’s mansion earlier this month, the task force established by outgoing Gov. Martin O’Malley (D) to study retirement plan access and potentially recommend a state-run automatic enrollment IRA program had its first post-election meeting Nov. 19.  READ MORE

By Nevin Adams11/20/2014 • 0 Comments

Those who don't have a retirement plan had better figure out a plan B for retirement, because a new study suggests that they're more likely to misjudge their expected retirement date. READ MORE

Recent Columnist Articles

Target Date Funds and Managed Accounts: What’s Next?

“Every sweet hath its sour, every good its bad,” Ralph Waldo Emerson wrote in his essay, “Compensation.” So it seems to be the case with the two main asset allocation constructs offered to DC investors: target-date funds and managed accounts. 
Case of the Week: IRA Distributions and Charitable Organizations

Responding to a question from an advisor in Pennsylvania, the ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk addressed a common inquiry involving the tax treatment of IRA distributions that are given to charitable organizations.
The Cost of Living

At a recent conference, our luncheon table got to talking about savings trends and the unique challenges of Millennials, specifically the impact of graduating with so much college debt.

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