February 2008

Riding the Tiger: The Personal Touch

Managed accounts made the cut when the U.S. Department of Labor issued final regulations in October for using a qualified default investment alternative (QDIA), but sponsor clients of adviser Innovest Portfolio Solutions LLC have expressed little or no interest in using managed accounts as a default.

Riding the Tiger: Benchmarking the Benchmarks

An industry standard has yet to emerge for benchmarking asset-allocation solutions, but plenty of ideas are popping up. That likely leaves some sponsors feeling perplexed.

Riding the Tiger: Risky “Assessment”

The Department of Labor's (DoL) final qualified default investment alter­native (QDIA) regulations provided that three types of investment options can serve as default investments in those situations where participants do not provide investment directions, giving fiduciaries safe harbor protection—target-date funds, balanced funds, and managed accounts.

Tiger Pause

When I was a kid, one of the major gasoline brands featured a slogan about putting a "tiger in your tank."

February 2008

PLANSPONSOR.com news articles that also appeared in the Upfront section of the February issue.

February 2008

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.

Have you made a New Year’s Resolution?

2008 is about eight weeks old, and one of the "traditions" associated with a new year is the making of New Year's resolutions. Just after New Year's Day, we asked NewsDash readers what—if any—resolutions had been made for the new year.

February 2008

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

Roaming Charges

Managing telecommuters or road warriors poses HR challenges, opportunities.

PLANSPONSOR/MullinTBG NQDCP Survey: Flavor Full

Ever since the advent of Internal Revenue Code Section 409A, it seems as if nonqualified deferred compensation plan (NQDCP) sponsors have been waiting for one piece or another of regulatory clarity.

Weighting Gains

The first research report on international investing probably was written by Marco Polo, who spent 24 years looking for trading opportunities in the Middle East, China, the East Indies, and India before returning to Venice in the year 1295.

‘Nuptial’ Agreements

Greenebaum Doll & McDonald, PLLC v. Debbie D. Sandler, Shannon Sandler et al. and Chris Meinhar

Information Aegis

In the closing weeks of 2007, federal regulators issued the second of a three-part disclosure rule package: proposed mandates for detailed disclosures from service providers to plan fiduciaries.

Political Parsings

I believe that, in our business—the retirement business­—the greatest challenge of my lifetime has been the financing of the retirement of the Baby Boom generation­.

‘Tattle’ Tales

Recently, the Department of Labor released two regulatory initiatives that will have an enormous impact on both plan sponsors and plan service providers.

First Things First

What is the single most important factor in determining the adequacy of a 401(k) participant's retirement benefits?