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CFO May 1, 2009 Josh Hyatt	Strong Medicine Boosted by a substantial injection of cash from the federal stimulus bill, electronic medical records may help relieve the pain of rising premiums by improving efficiencies in the medical system.
CFO May 1, 2009 CFO Readers	Avoid the "Spiral of Death" Letters to the Editor: 401(k) programs should contain some asset-protection provisions... Delegating duties can conflict with cost-cutting efforts... There are many ways for companies to control legal costs...
Financial Advisor May 2008 Marla Brill	Under Pressure Financial advisors who provide services to businesses with 401(k) plans governed by the Employee Retirement Income Security Act have a new reason to review fiduciary practices and double-check professional liability insurance.
Investment Advisor December 2009	Walking the Fiduciary Line on Retirement Retirement plans and their participants may need to use separate advisors who are separate fiduciaries, devoid of the potential for conflicts.
CFO December 1, 2009	A Road Map for Transformation Outsource procurement requires a deep analysis of current practices compared with best practices... Few corporate leaders know how to communicate in a way that inspires their staffs...
CFO April 1, 2009 Lynn Brenner	401(k)risis The stock-market meltdown has dealt a crushing blow to retirement plans. Brace for repercussions.
Investment Advisor January 2007 Ken Ziesenheim	The Other Fiduciary Issue Many members of company retirement plan investment committees are not fully aware of the nature of their fiduciary responsibilities.
CIO August 1, 2003 Sarah D. Scalet	Paperless Medicine Saving Money, Saving Lives Health-care CIOs face intense pressure to install electronic medical records and order-entry systems, in spite of physician resistance and large up-front costs. Here's how early adopters are overcoming the obstacles.
Financial Advisor June 2010 Stephen K. Davis	What To Do About The 401(k) How do we bring better investment success to the 401(k)? For one, participants need help from financial advisors.
CFO Kris Frieswick	Prudent Man With A Plan Most 401(k) reforms before congress don't address a critical source of risk: fiduciary duty.
Financial Advisor March 2012 Juliette Fairley	More 401(k) Avenues Demand is increasing for advisors who can help companies with their retirement plans.
Registered Rep. April 1, 2007	Confronting the F Word Experts suggest that reps who ultimately become fiduciaries will require additional training. Simply holding various series licenses is probably not going to cut it. There are now more options than just a few years ago.
Financial Advisor June 2007 Sydney LeBlanc	Are SMAs Appetizing For 401(k) plans? Essentially "do it yourself" plans, more 401(k) participants than ever before are asking for professional investment advice and a larger number of these individuals are educating themselves about their investment choices, including separately managed accounts.
Financial Advisor May 2007 Ken Ziesenheim	Diamonds In The Rough The new Pension Protection Act offers opportunities for financial advisors, if you know where to dig.
Managed Care November 2004 John Carroll	Electronic Medical Records: High Hopes Meet Harsh Reality Nobody doubts that the electronic medical record will promote better medicine, but at what cost? And to whom? Providers fear that they will bear the weight.
Registered Rep. November 1, 2005 Kristen French	Trolling for 401(k) Treasure Congress is expected to enact new pension legislation that would make it easier for financial advisors to work with participants in company retirement programs.
Financial Planning January 5, 2008 Elizabeth O'Brien	The New Fiduciaries LPL and Fiduciary360 educate advisors on retirement consulting in the Pension Protection Act of 2006 era.
Knowledge@Wharton	How Well Do 401(k) Plans Work, and Who Benefits Most From Them? Do problems with 401(k)s still appear as bad as they did last winter? Should the system be left alone, merely tweaked, or overhauled -- perhaps converted to a kind of Super-IRA that would solve Enron-type problems by removing the employer from the process?
Financial Advisor December 2003 Jeff Schlegel	Qualified Plans Rock Through Bear Market The rising demand for advice is changing the 401(k) business.
Managed Care December 2002 Diane Cook	Beware the Hidden Consequences of the Malpractice Crisis Soaring malpractice insurance rates are thinning out provider ranks in at least a dozen states. Could access problems pose issues for HMOs in those areas?
Managed Care July 2000 John Carroll	Electronic Medical Records: If Not Now, When? The technology's been around, but early participants often were burned. New Internet-based products threaten to turn nonbelievers into yesterday's news.
Financial Planning September 1, 2006 David Liebrock	Mining 401(k) Gold Small- and mid-sized companies are looking for help with their retirement plans. Here's how to reach out to this untapped market.
CFO May 8, 2006 Randy Myers	Drawing a Bead on Cost A clearer picture of 401(k) plan fees is helping more plan providers drive down costs.
Financial Advisor June 2011 Jerilyn Klein Bier	Tapping 401(k) Opportunities Financial advisors in the 401(k) space are optimistic about future prospects in a shifting regulatory landscape.
PC Magazine October 11, 2006 Matthew D. Sarrel	Grow Your Employees' Nest Eggs Offering the best 401(k) plan means doing your homework first.
Financial Planning April 1, 2012 Donna Mitchell	The BIG Fix Familiar as 401(k)s are, planners love to hate them, and they'll readily cite long lists of faults with the plans themselves, as well as the way the $2.8 trillion 401(k) industry operates.
Registered Rep. July 24, 2012 Jerry Gleeson	Fee Disclosure - Can You Handle the Truth? New federal rules are forcing advisors to spell out what they're charging for running 401(k) plans and what their clients are getting for the money. It could lead to some difficult conversations.
Financial Planning September 1, 2013 Ilana Polyak	For Advisors, a Big 401(k) Opportunity As regulatory scrutiny of plans increases, advisors are in the sweet spot to capture new business.
The Motley Fool January 16, 2009 Dan Caplinger	The No-Cost Way to Fix Flawed 401(k)s We've already got a perfectly good alternative.
CFO April 1, 2009	We're Not Going Back Readers write to say that TARP funds are far from free; that the government's economic stimulus package rewards bad behavior by both companies and consumers; that companies can be more proactive in controlling their health-care costs; and more.
CFO April 1, 2006 David M. Katz	Sprucing Up the 401(k) With other retirement vehicles in dire shape, plan sponsors are rethinking their defined-contribution offerings.
CFO May 1, 2007 Russ Banham	To Rollover, or Not? Why retirees should think twice before shifting 401(k) assets into an IRA.
Financial Planning September 1, 2008 Blaine Aikin	New Disclosure Regimen Planners are facing considerable competition from brokers in the arena of retirement plans, and the reality that brokers typically don't work as fiduciaries is a thorn in planners' sides.
Financial Advisor December 2005 Raymond Fazzi	Into The Black Hole Of 401(k) Consulting Advisors find that the need on the part of both sponsors and participants for professional and unbiased advice regarding 401(k) asset allocation and management is great.
CFO December 1, 2004 Lori Calabro	The Cost of Loyalty Even now, employees still invest their 401(k)s in company shares. And they still sue if the stock goes south.
Registered Rep. October 1, 2006 John Churchill	Deciphering the Rules of Retirement Advice Title VI of the the Pension Protection Act, far from being a clear-cut signal for reps to dive into the retirement advice business, does, however, open the door wider to advice giving.
CFO December 1, 2011 Russ Banham	Lifting the Lid on 401(k) Fees The coming mandatory disclosure of plan fees could give participants a nasty shock.
Investment Advisor March 2007 Saxon & Breyfogle	DOL Issues Favorable New Guidance on PPA "Investment Advice" Provisions The Department of Labor's Field Assistance Bulletin resolves some of the uncertainties created by the PPA and creates a new option for service providers that wish to provide investment advice without fee offsets or reliance on computer models.
Financial Advisor December 2008 Janet Aschkenasy	Who Discloses What? New regulations clarify the duties of qualified retirement plan fiduciaries and advisors.
CFO December 1, 2009 Randy Myers	A Question of Balance The much-maligned 401(k) plan is being beefed up. So are the penalties for failing to manage it well.
CFO May 1, 2005 Roy Harris	When Plans Collide Would corporate retirement plans be threatened by the adoption of Social Security private accounts?
The Motley Fool February 11, 2010 Dan Caplinger	The First Place to Put Your Money Now Employer-sponsored retirement plans, one way you can assure yourself of a big gain right out of the gates, are back -- and if you can, you should make sure you take advantage of it.
Investment Advisor May 2007	That's Not How I Read PPA Letters to the editor: DOL Requires More Due Diligence for 401(k) Advisors... You say adviser, we say advisor... Corrections...
Managed Care January 2004 Michael S. Victoroff	Logic Flies When EMRs Debated A chance encounter with an unhappy reader (a physician) spurs a flood cliches about why doctors are "justified" in their refusal to move out of the dark ages
Financial Advisor September 2006 David L. Lawrence	A Fiduciary Practice For financial advisory firms, operational challenges come with offering advice.
Investment Advisor September 2006 Ken Ziesenheim	Expert's Corner: The Fiduciary Audit File How to help clients who are themselves fiduciaries: Establishment of a fiduciary audit filing system is your best defense, and constitutes a best practice for fiduciaries.
Entrepreneur April 2005 C.J. Prince	Strike a Match Offering company stock in your 401(k) plan can be risky business--learn how to avoid getting burned when playing with matches.
Entrepreneur July 2002 C.J. Prince	Out of Reach Could proposed 401(k) overhauls put small-business owners in over their heads?
The Motley Fool September 4, 2009 Dan Caplinger	The Best Way to Use Your 401(k) Learn how to turbocharge your investing.
Fast Company May 2009 Ellen McGirt	Why Electronic Health Records Are Worth the Hype -- and the Price The push for electronic medical records has stirred controversy -- but their potential is immeasurable.