March 2009

2009 Plan Sponsor of the Year Finalists: Austin, Texas

Considering that the city of Austin's deferred compensation program offers no match and is designed to be supplemental to its defined benefit plans, a partic­ipation rate of 60% to 70% is a remarkable accomplishment.

2009 Plan Sponsor of the Year Finalists: Boeing Co.

The Boeing Co.'s decision in 2006 to focus more intensely on liability-driven investing may have seemed counter­intuitive at the time because of the long bull-market run in progress—but it has paid off in light of the stock market's dive.

Choice Voices

Without question, the past several months have been sobering, to say the least. The economy and the markets have, of necessity, imposed disciplines and restrictions most of us could not have imagined a year ago. Still, in the midst of these challenges, plan sponsors—ever resourceful and resilient—have found ways to be innovative and creative in designing and deploying their benefit programs.

“Focus” Group

Several weeks back, I got an e-mail from Robert Powell, who writes on personal finance for MarketWatch, and he asked an interesting question: specifically, what, in my opinion, were the top five retirement priorities that the Obama Administration should focus on?

March 2009 news articles that also appeared in the Upfront section of the March issue.

March 2009

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.

Where Should the Administration Start?

As the new President got ready to take the oath of office, I asked readers to weigh in on the big retirement issues that the Obama Administration needs to focus on.

March 2009

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

Recordkeeping Survey 2008

They say that the only things certain in life are death and taxes but, for defined contribution plan recordkeepers, a third certainty applies: change.

Market Forces

Pension policy, market turmoil, and the post-October 2008 world

Automatic Piloting

Re-Inventing 401(k) Plans as Retirement Plans: Part II