PLANSPONSOR Magazine
COVER
2012 PLANSPONSOR Retirement Plan Adviser Team of the Year Finalists
Tony Ciocca, Greg Cimmino, Michael Kozemchak, Barry Stoey, Paul Stephens Bloomfield Hills, Michigan In 2003, Michael Kozemchak formed Institutional Investment Consulting (IIC) to capitalize on and address the market needs surrounding employer-sponsored retirement plans. “We all grew up in the wirehouses,” he says of the team’s industry background. “I realized early on that most Wall Street…
Cover
Cover
2012 PLANSPONSOR Retirement Plan Adviser of the Year
Stace Hilbrant, managing director of 401k Advisors LLC in Wilmette, Illinois, takes...
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Cover
2012 PLANSPONSOR Retirement Plan Adviser Team of the Year
Graystone Consulting–Danvers, Massachusetts, takes a holistic approach to advising retirement plan clients....
Cover
Cover
2012 PLANSPONSOR Retirement Plan Adviser of the Year Finalists
In the eighth annual PLANSPONSOR search for Adviser of the Year, these...
Editorial |May 2012
Having Your Back
In the ever-changing retirement plan industry, who supports you, the plan sponsor, when you have to make the tough decisions about plan investments, plan design, regulatory changes and...
UpFront |May 2012
Against Common Wisdom
Fifty-nine percent of the first Baby Boomers to turn 65 are at least partially retired.
UpFront |May 2012
Consolidation Confusion
Plan sponsors not sold on benefits of bundling with one vendor
Survey Says |May 2012
Do You Plan on Relocating in Retirement?
According to a recent survey from the Consumer Federation of the Southeast, one-third of Baby Boomers are open to moving across state lines to gain the lifestyle they...
Bells & Whistles |May 2012
Bells & Whistles
Each month, Bells & Whistles highlights recent product introductions that plan sponsors may find of interest. More information about these announcements can be found on www.plansponsor.com. If you...
Feature |May 2012
Benchmarks In Mind
Five factors to consider when evaluating whether a target-date fund family still works for your plan
Head of the Class |May 2012
Around the World
Global investing asks plan sponsors to overcome home-country bias
Asset Mix |May 2012
Ready to Freeze
LDI Strategies can be useful to help in freezing and terminating DB plans
Case Sensitive |May 2012
Return to Sender
Milgram v. The Orthopedic Associates Defined Contribution Pension Plan, et al. 10-18620-cv
Second Opinions |May 2012
Mandate Clarity
Employer mandate, waiting period and auto-enrollment issue
Education/Advice |May 2012
Five Questions to Ask a Financial Adviser
While some participants enjoy and are capable of managing their retirement plan investments, most people lack the time, expertise and discipline to do so. Participants have always been...
Tidbits |May 2012
Tidbits
Some quotes, survey statistics and musings to use in employee communications, or just as a break in the grind.