December 2009

Hind Sighted

What the year past could mean for the year ahead

Thanks Giving

Although Thanksgiving is now behind us, the end of the year is nonetheless a good time to look back and give thanks.

Out Takes

Almost half of departing 401(k) participants still cashing out.

Battle Lines

Casey Quirk report says TDFs must change or lose.


Some retiring CEOs take good stock prices with them

Cut Backs?

A third of large employers restoring 401(k) match.

War Stories December 2009

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.

What’s Your 2010 Health-Care Cost Increase?

While there have been signs that the rate of increase is, well, stabilizing, there doesn’t seem to be much hope that, in the absence of plan design changes, workplace health-care costs actually are going to decrease. In mid-October, I asked readers to share what’s happened/happening with their health-care costs for 2010.

Bells & Whistles: December 2009

Each month, Bells & Whistles highlights recent product introductions that plan sponsors­ may find of interest. More information on 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

2009 NQDC Buyer’s Guide

In the aftermath of last year’s financial market meltdown, deferred compensation programs found themselves not only battered by the markets, and squeezed by the challenging economic environment, but squarely in the crosshairs of Congress.  Much has transpired since then, of course, and while press accounts continue to excoriate “executive” compensation programs, the benefits extend to many participants who are executives only in the most generous application of the term.

Windows Dressing

As fund menus tighten, interest in self-directed accounts grow

Recovery Road

Custodians, lenders rebuild after the financial crisis

Sham How?

The Continental Pilots Retirement Administrative Committee, et al. v. Glenn Brown, et al.

C Change

More on Form 5500 Schedule C