June 2012

A Vital Role

A retirement plan without a recordkeeper, well, isn’t much of a retirement plan at all.

Ways and Means

Expert testimony touts tax-favored retirement accounts

Sticker Shock

Participant education needed before 404(a)(5) deadline

Not Enough

Income drop in retirement could be 28%

Bells & Whistles

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

Many Happy Returns

Through QDIAs, it is win-win for sponsors and participants alike

Understanding Managed Accounts

Mutual funds and managed accounts offer similar benefits: professionally managed portfolios with exposure to stocks, bonds and/or other securities.

Account Management

This option can make investment decisions more manageable for participants


Some quotes, survey statistics and musings to use in employee communications, or just as a break in the grind.