More sponsors looking to transition managers as the move to LDI strategies
In about another month, I will find myself in the unenviable situation of trying to figure out how to move my three children to three different universities within about a week of each other. We’ve done two before, but not in such close proximity in time—and none is so close to home that we can simply turn around and easily drive back to pick up something we forgot.
I’ve long adhered to the wisdom of having a "Plan B," a fallback position if the things you hope will work out—don’t. Now, sometimes those fallbacks aren’t completely well-formed (ask my wife), but, to my way of thinking, assuming that everything will work out "according to plan" is just tempting fate.
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.
In mid-May, we covered an Accountemps survey that outlined the co-worker behaviors that most aggravated chief financial officers—inspiring me to ask our online readers what tops their list of obnoxious workplace behaviors.
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.
One of "life’s lessons" is that you should avoid putting all your eggs in one basket, but when it comes to retirement plan administration, a growing number of plan sponsors are embracing the bundled construct of total retirement outsourcing, or TRO. Simply stated, TRO is about leverage: leveraging the expertise of a trusted partner across a broader range of disciplines, leveraging the combined assets of multiple plans to achieve a more cost-effective result, and leveraging your time and energy by coordinating your retirement plan needs through a single point of contact.
Ideas for best practices in securities lending communications
Tullis, et al. v. UMB Bank, N.A., Employee Benefits Division, Case 11a0333n.06
CIGNA Corp. v. Amara: a Supreme Court victory—but for whom?
Defending the 401(k) system—Part 1
An opening on electronic disclosure
It is commonly known that plan sponsors—and their committees—can only pay reasonable amounts from retirement plan assets. How does the committee know whether a particular expense is reasonable or not? There is a two-part test: Part 1 is qualitative and part 2 is quantitative.
PPACA and wellness programs