PC Magazine Article

This article originally appeared in the Spring 2013 issue of Plan Consultant. To view a PDF version, please click here.Many retirement services firms operate in teams, so there is already some coordination across generations. We can make the interaction more effective by promoting collaboration on... READ MORE

This article originally appeared in the Spring 2013 issue of Plan Consultant. To view a PDF version, please click here.The Pension Protection Act of 2006 (PPA) is recognized as one of the most sweeping changes in the federal framework for employer-sponsored retirement plans. As the U.S. Department... READ MORE

This article originally appeared in the Spring 2013 issue of Plan Consultant. To view a PDF version, please click here.Defined benefit plans are often regarded as the dinosaurs of the retirement plan world. While defined contribution plans have become the preferred retirement plan structure in the... READ MORE

This article originally appeared in the Spring 2013 issue of Plan Consultant. To view a PDF version, please click here.We live in a world in which Google and the Internet have made people “experts” on almost every topic. A widespread belief exists that, “I am my own best advocate and can do this... READ MORE

This article originally appeared in the Winter 2013 issue of Plan Consultant. To view a PDF version, please click here.Part 1 of this series outlined the different generations working in retirement services. Businesses are faced with unique opportunities and challenges   resulting from the... READ MORE

This article originally appeared in the Winter 2013 issue of Plan Consultant. To view a PDF version, including an accompanying chart, click here.Average DC plans often have insufficient participation, low savings rates, poor participant diversification, murky fee disclosure, and too many investment... READ MORE

This article originally appeared in the Winter 2013 issue of Plan Consultant. To view a PDF version, including an accompanying chart, please click here.In Part 1, we reviewed the relevant provisions of law and plan qualification requirements. This article assumes familiarity with those provisions... READ MORE

This article originally appeared in the Fall 2012 issue of Plan Consultant. To view a PDF version, please click here.An IRC §412(i) plan is a defined benefit plan that’s funded entirely by life insurance policies and/or annuity contracts.  Recently IRC §412(i) has become §412(e)(3) but it will be... READ MORE

This article originally appeared in the Fall 2012 version of Plan Consultant. To view a PDF version, please click here.As plan advisors and consultants, you want to focus your time and attention on the important role of managing your client’s retirement plans and maximizing participant benefits.... READ MORE