June 2011

Cover “Story”

The original notion behind the topic of this month’s cover story goes back more than a year, perhaps two. Having long been interested in the notion of benchmarking, and in the notion of providing some kind of idea of what a "normal" (if not reasonable) fee was for plans of a particular size, I was intrigued when I first stumbled across BrightScope—but what drew my respect was not only the scope of their efforts, but also the scale.

Change Parse

Three things every adviser (and provider) wishes plan sponsors understood about recordkeeping conversions...

War Stories – June 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.

Do You Benchmark Your Retirement Plan Fees?

There is a lot of discussion about the fees paid by workplace retirement plans: lots of talk about who those fees are paid to and what they are paid for, and who is paid how much for what. In April, I asked NewsDash readers if they benchmarked their retirement plan’s fees.

Bells & Whistles – June 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.

Gates Keepers

Hedge funds adapt to meet post-crisis pressures

Numbers Crunching

Tax reform, retirement plans, and the budget—the right number

Report “Calls”

The PPACA’s impact on Form W-2 reporting requirements