April 2012


The Next Stage

As my family prepares for baby No. 2’s arrival in just two months, my husband and I have been challenged to help our daughter prepare for the idea of her soon-to-be new reality, a reality that is quite difficult to comprehend at the tender age of 20 months, with no precedent for what lies ahead.

Bells & Whistles

Bells & Whistles - April 2012

Each month, Bells & Whistles highlights recent product introductions that plan sponsors­ may find of interest. More information about these announcements can be found on If you have a product announcement that you believe would be of interest to our ­readers, drop us a line at


The Task at Hand

Designing a plan to improve employees’ chance at a secure retirement


Study Partners

Finding the right way to educate participants


Passive Interest

ETFs slow to gain 401(k) assets, despite more plans’ moves to indexing

Nonqualified/Executive Benefits

Quiet Time

No news is good news for NQDC and executive benefits

Pension Risk Transfer

Containing Risk

Factors to consider before undertaking a DB plan pension risk transfer

Retirement Income

Lasting Forever?

Treasury regs encourage plans’ use of annuities, but obstacles remain

Securities Lending

The Way Forward

The postfinancial-crisis state of securities lending

Transition Management

Between Sides

The move toward LDI fuels the transition management industry


Tidbits - April 2012

Some quotes, survey statistics and musings to use in employee communications, or just as a break in the grind.

Managed Accounts

The Sweet Spot

Managed accounts address older participants’ concerns

Target-Date Funds

Hitting the Target

Sponsors evaluate ways to increase target-date fund efficacy