The consultants that guide sponsors in choosing the investment managers to run their pension portfolios look kindly on small, new firms, or at least are willing to give them a fighting chance against the megaliths. "We like smaller equity managers because the whole organization often is focused on one approach, both on investment philosophy and incentives to the owners and employees," observes Roger Fenningdorf, Head of Manager Research at Rocaton Investment Advisors, consultants based in Stamford, Connecticut.
Years ago, I dragged my future wife to see Clint Eastwood’s "Pale Rider."
You may have missed it, but there was a bit of a "dust-up" in our industry last month.
Articles that appeared in the UpFront section of the magazine.
We all have them: Those front-line experiences that are inevitable when one deals with the variety—and sensitivity—of issues associated with human beings and critical life events. Sometimes those stories are tragic, sometimes they are bizarre, and sometimes—admit it—they are just plain funny.
Now that the Department of Labor has made its decision to push back the effective date of the 408(b)(2) fee disclosures official, in early June we asked readers what they thought the impact would be and, more specifically, how big an impact those disclosures might have.
Each month, Bells & Whistles highlights recent product introductions that plan sponsors may find of interest. More information on these announcements can be found on www.plansponsor.com. If you have a product announcement that you believe would be of interest to our readers, drop us a line at firstname.lastname@example.org.
403(b) sponsors may need to reel in more help as they perfect their processes
PLANSPONSOR's fourth annual Employee Benefits Attorneys Guide
Over shorter periods, growth indexes outperformed their value counterparts—and by significant amounts
Cajun Industries, LLC 401(k) Plan v. Kidder, et al., No. 09-267-BAJ-SCR
Defending the 401(k) system—Part 2
Multiple Employer Plans—an enticing alternative for plan sponsors
Are you ready for DoL service provider disclosure requirements?
The problem with living too long
There have been quite a few questions on the new rescission rule under PPACA and how the rule applies in many practical situations, such as a plan terminating an individual’s coverage back to the date of termination of employment (a fairly typical occurrence).