The Urban Institute, a left-leaning think tank, has given “straight A’s” to a conservative U.S. Senator’s retirement savings legislation. The Secure Annuities for... Read More
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Technical competence
BY Nevin E. Adams, JD | 9/19/2014
Congress is heading out of town, but that hasn’t stopped a consortium of unions and consumer groups from sending a “Dear Member of Congress” letter lending their support to... Read More
BY Andrew Remo | 9/19/2014
Three key players in the formulation and design of the auto-IRA concept came together at a Sept. 17 policy forum in Washington, D.C. to offer perspective and an assessment of the road ahead.... Read More
BY Nevin E. Adams, JD | 9/18/2014
Much is said and written about the demise of DB plans, but a recent House subcommittee hearing was focused on ways to help sustain the programs still in place. The hearing — held Sept. 17 by... Read More
BY Nevin E. Adams, JD | 9/17/2014
Apparently the ghost of Mitt Romney’s IRA continues to haunt Capitol Hill — and, if the Chairman of the Senate Finance Committee has his way, retirement savings will be on the tax reform... Read More
BY Fred Barstein | 9/17/2014
In a thought-provoking paper covered in The Wall Street Journal, Wharton professor Adam Cobb reviews why larger companies abandoned DB plans and how it has affected them and their workforces. We all... Read More
BY Nevin E. Adams, JD | 9/15/2014
With employer stock holding no longer “presumed” to be prudent, a federal appeals court has vacated the dismissal of a stock drop suit against Lehman Brothers, re-opening the case... Read More
BY John Carl | 9/15/2014
The ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs... Read More
BY Ray Harmon | 9/11/2014
At a recent event commemorating ERISA’s 40th anniversary, Phyllis C. Borzi, Assistant Secretary of the DOL’s Employee Benefits Security Administration (EBSA), did not directly... Read More
BY Nevin E. Adams, JD | 9/11/2014
When it rains, it pours — in a single week we now have an announcement of a second congressional hearing on retirement plan issues. Both hearings are slated for next week. This time the... Read More
BY NAPA Net Staff | 9/10/2014
With the fall elections looming, next week the Senate Finance Committee will hold a hearing on retirement issues. Titled, “Retirement Savings 2.0: Updating Savings Policy for the Modern... Read More
BY NAPA Net Staff | 9/9/2014
Advisors wanting to provide their insights to the Department of Labor on two topics — outsourcing employee benefit services and ways to facilitate lifetime plan participation — now... Read More
BY NAPA Net Staff | 9/9/2014
With taxes and tax rates facing an uncertain future, interest in Roth IRAs is growing among both participants and plan sponsors. But who is contributing to these Roth IRAs, and how fast are... Read More
BY Nevin E. Adams, JD | 9/8/2014
A class action lawsuit brought by plan participants, a retiree and a plan fiduciary claims that Warren Buffett’s Berkshire Hathaway broke a promise it made as part of an acquisition... Read More
BY John Carl | 9/8/2014
The ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs... Read More
BY John Carl | 8/29/2014
The ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs... Read More
BY Nevin E. Adams, JD | 8/29/2014
Pensions were not on my mind in 1974, certainly not on Labor Day of that year. While I was pondering my new college textbooks, President Gerald Ford, less than a month in that role, signed... Read More
BY Fred Barstein | 8/29/2014
Christopher Carosa of FiduciaryNews raises the controversial question of whether state and local pension plans have devolved into modern day Ponzi schemes, where the last ones out are left... Read More
BY Nevin E. Adams, JD | 8/28/2014
What happens to executive retirement benefits when employers close or freeze their defined benefit pension plans? What if that plan is a hybrid or cash balance plan? And what does that mean... Read More
BY Fred Barstein | 8/27/2014
More than 10 years ago, the practice of conducting RFPs, which was firmly established for larger and mid-sized plans, started moving down to the small market, enabled by tools that made even... Read More
BY Jon Vogler | 8/26/2014
Concluding that Congress won't soon move forward on increasing retirement readiness for private-sector employees, Maryland, Connecticut and Illinois have joined the ranks of states that... Read More
BY Ray Harmon | 8/25/2014
The DOL’s ERISA Advisory Council wrapped up a three-day series of public meetings Aug. 21 with a focus on lifetime plan participation. The Council’s final session honed in on... Read More
BY Nevin E. Adams, JD | 8/22/2014
Advisors know that wellness programs — and increasingly financial wellness programs — are all the rage in corporate HR departments across the country. But one recently drew the... Read More
BY Ray Harmon | 8/21/2014
This week the ERISA Advisory Council turned its attention to the issue of outsourcing employee benefit plan services, how that might impact and influence fiduciary responsibilities, and even... Read More
BY Fred Barstein | 8/20/2014
To sue or not to sue your employer over your 401(k) plan? That is the question that a Forbes guest columnist poses to plan participants, providing red flags that participants should look out... Read More
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