October 2011

“Wrong” Ways

10 things you’re (probably still) doing wrong as an ERISA fiduciary

“To Do” List

I’ve never been much of a list-maker. I’ve been through all the time-management training classes that emphasize the importance of that focus, but I’ve always felt the process of putting together "to do" lists just kept me from doing what actually needed to be done. However, shortlists—or lists that focus on a particular project—can be extraordinarily useful in helping organize and/or prioritize. These I tend to do on scraps of paper that might be unintelligible to anyone else, and their "shelf life" tends to be rather short. Yet, no matter how agile one’s brain is, there is value in that simple physical organization.

Working “Outs”?

A couple of weeks ago, the Senate Finance Committee held a hearing on "promoting retirement security." While options were presented to improve things, the discussion quickly veered toward a debate on whether and how well—or poorly—the current system is working.

War Stories – October 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.

How Much Do Your Participants Think They Pay for Their Retirement Plan?

It can be tough to know what other people think, but in early August, I asked readers how much the participants in their retirement plans think they are paying. Well, it may come as no surprise to most of you, but survey respondents did not paint an optimistic picture about participant understanding.

Bells & Whistles – October 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 have a product announcement that you believe would be of interest to our ­readers, drop us a line at news@plansponsor.com.

Strength in Numbers

As fiduciary concerns grow, multiple employer plans look compelling to some companies

Going All the Way?

What sponsors need to know about hiring and monitoring a 3(38) fiduciary

Attorney Privileges

Solis v. The Food Employers Labor Relations Association, et al.

A Wake-Up Call

The Supreme Court’s decision in Cigna Corp. v. Amara

“Safe” Hows

The fiduciary safe harbor for investment managers

PPACA Checkup

Planning for the future impact of PPACA