PLANSPONSOR April 2015

Working As One

Optimizing retirement­ plan committee decisions

A Friendly Reminder

We walk you through 20 reminders about topics your committee should address or consider in 2015.

20 Questions: #1

Are you acting in accordance with your plan documents?

20 Questions: #5

Is your plan designed to improve participant outcomes?

20 Questions: #7

Are the investment fees your participants pay reasonable?

20 Questions: #8

How frequently do you review your recordkeeper's services?

20 Questions: #9

When was the last time you evaluated your match formula?

20 Questions: #14

Does your target-date fund match your participant demographics?

20 Questions: #15

What are participants doing with their accounts when they leave your company?

20 Questions: #20

Does your plan offer systematic withdrawals, and, if not, should it?

Tidbits

Quotes, survey statistics and musings to use in employee communications, or just for a break from the grind.

Making Their Point

PLANSPONSOR checks in with workers on the path to retirement

On Watch

Fiduciaries will do well to pay close attention to the Tibble v. Edison International case and its outcome.