July 2011

Forward Thinking

More sponsors looking to transition managers as the move to LDI strategies

Getting from Here to There…and There…

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.

Chances Are…

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.

War Stories – July 2011

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 Workplace Behaviors Drive You Crazy?

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.

Bells & Whistles – July 2011

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 news@plansponsor.com.

2011 TRO Buyer’s Guide: Crews Control

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.

Talking “Points”

Ideas for best practices in securities lending communications

Blank “Account”

Tullis, et al. v. UMB Bank, N.A., Employee Benefits Division, Case 11a0333n.06 

Left Wing

Defending the 401(k) system—Part 1

Being Reasonable About Plan Expenses

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.