Peer Review

The retirement plan industry—especially those who work in the support services (think recordkeepers, investment managers, advisers)—is a relatively small group of people, when considering the whole of the financial services industry.At our annual awards dinner, held each March in Manhattan, I often comment that there’s a core group of attendees, in that the names on…

Alison Cooke Mintzer (photo by Chris Ramirez)
Rules/Regs |

Tussey v. ABB Draws to a Close

The parties in the long-running case of Tussey v. ABB reached a $55 million settlement—the final result of more than...
UpFront |

What Makes a Super Saver?

Starting early is a key component of Super Savers’ investment strategies. The age respondents began investing in financial markets: Investments...
UpFront |

ESOPs for Retirement and Succession

ESOPs can help employees amass greater retirement benefits, as well as help business owners keep control in planning for the succession of their business.
UpFront |

Open MEPs Could Change the Market

Over time, with passage of open MEP legislation, sponsors will see a change in service delivery, advisers will have to consider different distribution paths, and providers will experience...
UpFront |

Pros and Cons of ETFs in DC Plans

Despite their advantages, the purpose of defined contribution plans and ability of recordkeeping systems to handle exchange-traded funds' unique traits...
UpFront |

Talking Points

Living Up To Expectations African-Americans and Chinese-Americans were the most likely of six ethnic groups surveyed to plan to retire at earlier ages. Further, 74% of African-Americans and...
Awards |

2019 Plan Sponsors of the Year

The Plan Sponsor of the Year annual award program recognizes retirement plan sponsors that show a commitment to their participants’...
Awards |

2019 Service Stars

Introducing the 2019 individual and team service representatives recognized for exceeding expectations in their support of plan sponsors