Articles I've Authored

401(k) or 403(b): Tomato, Tomäto

Journal of Pension Benefits - Summer 2010

 

Is It Time To Reinvent The 401(k) Plan or Our Expectations Of It

Journal of Pension Benefits - Spring 2010

 

A Cornucopia of 401(k) Goodness

Journal of Pension Benefits - Winter 2010

 

Sailing From Safe Harbor To Perfect Storm

Journal of Pension Benefits - Autumn 2009

 

Automatic Enrollment Redux: The Final Regulations Have Arrived

Journal of Pension Benefits - Summer 2009

 

Some Good Deeds Do Go Unpunished

Journal of Pension Benefits – Spring 2009

 

When Opportunity Doesn’t Knock

Journal of Pension Benefits – Winter 2009

 

Alphabet Soup of Automatic Enrollment

Journal of Financial Services Professionals - March 2008

 

IRS Guidance on Automatic Contribution Arrangements

ASPPA ASAP 2007-30, December 2007

 

The Pension Protection Act of 2006: It Isn't Just For Actuaries

Journal of Financial Services Professionals - May 2007

 

The Brave New World of Roth 401(k)

Journal of Financial Services Professionals – May 2006

 

DOL Further Expands and Finalizes Voluntary Fiduciary Correction Program

ASPPA ASAP 2006-12, April 2006

 

Proposed Regulations on Distributions of Designated Roth Contributions

ASPPA ASAP 2006-04, February 2006

 

Final Roth 401(k) Regulations

ASPPA ASAP 2006-02, January 2006

 

EBSA Expands and Revises Voluntary Fiduciary Correction Program

ASPPA ASAP 2005-12, April 2005

 

Same Gender Marriages And Qualified Plans

ASPPA ASAP 2004-26, May 2004