PLANSPONSOR August 2014

Hand in Hand

Teamwork between HR and finance departments creates a win-win

Bells & Whistles

Recent product introductions that may be of interest to plan sponsors

2014 PLANSPONSOR National Conference

The 2014 PLANSPONSOR National Conference (PSNC), held in Chicago in June, was three jam-packed days of information-sharing via speakers and panel discussions, all aimed at helping attendees set goals for their retirement plan and their participants.

Find Them if You Can

Best practices for handling uncashed retirement plan benefit checks

Equitable Estoppel

Thomas Spiewacki v. Ford Motor Co. – UAW Retirement Board of Administration et al.

401(k) Freeloaders

Considerations about non-revenue-sharing investments

Waiting Period Rules

How HHS and DOL rules interact with the ACA shared responsibility rules

Tidbits

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

Disconnect-Ed

I recently made an appointment to take my car in for some work.

Give and Take

In my experience, within each company exist departments that might consider themselves misunderstood.

Washington Update

Summaries of the latest from Washington and the courts—what’s coming, what’s contemplated and what’s critical to plan sponsors.

A Moving Target

New ways of measuring target-date funds

TDF Focus

Strategic Insight’s quarterly target-date fund analysis