November 2011

Intro – Trial Periods

I recently had to go through the process of choosing a cell phone. Now, I’ve been through this before but, having spent the past several years relying on the version chosen by my employer, the choices have greatly expanded. Moreover, most of the features that seem to be points of true differentiation are the kinds of things you can’t really try out in the store, but with a two-year contract in the balance—well, Iet’s just say it would have been nice to take them for a trial run in the "real" world.

Thanks Giving

As online readers already know, after a dozen years here at PLANSPONSOR, effective November 1, I have joined the Employee Benefit Research Institute (EBRI) in Washington, D.C., as Director, Education and External Relations, and Co-Director of the EBRI Center for Research on Retirement Income. I have long had a strong personal and professional admiration for the work that EBRI does in helping provide our industry with valuable and objective information and am thrilled to be able to be part of those efforts at this critical juncture.

War Stories – November 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 stories are tragic, sometimes they are bizarre, and sometimes—admit it—they are just plain funny.

Bells and Whistles – November 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 If you have a product announcement that you believe would be of interest to our ­readers, drop us a line at

Lining Up

Sponsors queuing up for a new look at real estate

Win, Win

Loomis, et al. v. Exelon Corporation, et al. 09-4081 & 10-1755

Ready, Set, Go

What a retirement readiness focus means for you

“Class” Actions

Class-action litigation concerning expenses and revenue-sharing

Summary Judgments

What is required in the summary of benefits and coverage?