PLANSPONSOR Magazine

COVER

PLANSPONSOR Retirement Plan Adviser Team of the Year

2011 PLANSPONSOR Retirement Plan Adviser Team of the Year: FDG Institutional Consulting Group at UBS  2011 PLANSPONSOR Retirement Plan Adviser Team of the Year Finalists: Institutional Investment Consulting The (k)larity Group The Ratay Group at Morgan Stanley Smith Barney Rogers Financial 

War Stories |May 2011

War Stories – May 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...
Survey Says |May 2011

Do We Need a New Fiduciary Definition?

We’ve now moved from a proposed new (and expanded) definition of fiduciary to hearings on that proposed new (and expanded) definition of fiduciary. Recently, we asked online readers...
Bells & Whistles |May 2011

Bells & Whistles – May 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...
Feature |May 2011

2011 Transition Management Survey: Pressing On

By sheer numbers alone, the portfolio transition market is huge. The 14 transition managers that responded to PLANSPONSOR’s ninth annual Transition Management Survey represent approximately 6,757 portfolio transitions...
Feature |May 2011

PLANSPONSOR Retirement Plan Adviser of the Year

2011 PLANSPONSOR Retirement Plan Adviser of the Year:  James L. Worrell2011 PLANSPONSOR Retirement Plan Adviser of the Year Finalists:  Sean DevineyGregg L. Fine John W. SpachPhilip Steele 
Head of the Class |May 2011

Under Valued

Will institutions come to love value stocks again?
Asset Mix |May 2011

Are You (Finally) Ready for LDI?

Still waiting for a favorable move in interest rates, a growing number of plan sponsors make preparations
Running the Fund |May 2011

Mismatch

Cash balance plans make it harder to match assets and liabilities, study says
Rules/Regs |May 2011

Target Practices

GAO urges more help with TDFs for plan sponsors
Barry's Pickings |May 2011

Plan B

An alternative to early retirement
Saxon Angle |May 2011

(More) Audit Trials

Issues not to gift wrap for IRS executive-compensation auditors—part two
Just out of Reish |May 2011

QDIA Demographics

The approach that plan sponsors should take in designing the investment strategy for pooled defined contribution plans
Second Opinions |May 2011

“Kid” Stuff

Issues regarding adult-children coverage under the PPACA