May 2009

2009 PLANSPONSOR Retirement Plan Adviser Team of the Year

By nearly any measure, Fiduciary Investment Advisors (FIA) is a team that is more than the sum of its parts. Its team members all come together to deliver an in-house process that emphasizes ERISA procedural prudence and fiduciary process first.

2009 PLANSPONSOR Retirement Plan Adviser of the Year

As a Managing Partner at Mayflower Advisors in Boston, Steven Dimitriou is passionate about independence and flexibility across all aspects of his business, including vendor selection, plan design, and fund selection, among other things.

Language Barriers

My eldest is just about to wrap up a semester of study in Rome. It's been a great opportunity considering her field of study, but—aside from being thousands of miles away from home—it also happens to be a country in which she doesn't speak the language (she's pretty good at Latin, but I understand they don't speak that much there any more). Nonetheless, through a combination of her classes, her friends, a smattering of helpful natives, and the universality of sign language, she's managed pretty well.

The Mean-ing of Average

As if retirement savers didn't have enough problems, in March, Fidelity Investments reminded us how much money we're going to need for health care.

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

May 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.

Does Your Boss Care About What You Do?

Recently, I was having breakfast with a former colleague (and former boss) and, during the course of our conversation, he posed what I thought was a provocative question—and one that, with some modification, I asked online readers recently: Does your boss care about what you do?

May 2009

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

Buyer’s Remorse?

The Anchorage Fire Department worries that the Alaska Public Employees' Retirement System's (Alaska PERS) defined contribution (DC) tier will cause retention problems.

2009 PLANSPONSOR Transition Management Survey: Spinning Along

In a year of extraordinary financial turmoil and, for many, ruin, the world of transition management (TM) was not without its casualties in 2008. Gone now, of course, are Bear Stearns and Lehman Brothers. As many institutional investors grappled with shell shock and the pressing need for liquidity, transition flow tended to be static. Still, the TM operations at most firms insist that business is good and that they are optimistic about the year ahead. 

PLANSPONSOR’s 2009 TRO Buyer’s Guide: Cracking the “Code”

Time was when a "bundled" solution could not be delivered efficiently or effectively unless all the parts came from the same entity—no more. This bundled concept has, for the last several years, been presented under the banner of Total Retirement Outsourcing, or TRO. For purposes of this Buyer's Guide, TRO refers to the combination of service offerings relating to retirement plans—defined contribution, defined benefit, and dererred compensation.

Over the Falls?

It could be both the best and worst of times for fixed income.

Estate Planning

Kennedy, Executrix of the Estate of Kennedy, Deceased v. Plan Administrator for DuPont Savings and Investment Plan et al.

Seventh Sojourn

The 7th Circuit recently affirmed the dismissal of the 401(k) fee lawsuit against Deere & Company and Fidelity.

Revolutionary Road?

Re-inventing 401(k) plans as retirement plans: Part III