PLANSPONSOR August 2013

Peer Review

Sharing your experiences with peers benefits everyone

DOMA Decision

What changes will plan sponsors have to make and when?In this article: More of what you need to know, "Action Plan in Response to DOMA Decision"

Roth Adoption Rates

ATRA expands the conversion from existing pretax balances to Roth savings

Survey Says

What Keeps Sponsors up at Night?

Bells & Whistles

Recent product introductions that plan sponsors­ may find of interest

2013 PLANSPONSOR National Conference

The theme of the eighth annual PLANSPONSOR National Conference, held in Chicago in early June, was “Designing Retirement Plans That Work: Getting From Where You Are to Where You Want to Be.”

Smart Beta

A better risk-adjusted return?

ERISA Budgets

The era of fee disclosure has made fee-recapture accounts more popularAlso in this article: More of what you need to know, "Using an ERISA Budget," and "Participant Revenue Determinations and ParticipationAllocations"

ERISA Accounts

 Are revenue-sharing payments plan assets under ERISA?

Social Security Benefits

Another piece of the retirement income pieIn this article: Know How for Participants, "It Pays to Delay"