Don’t be left adrift when it comes to securities lending disclosures
Securities lending—the loaning of securities by one portfolio to another for a fee—has long been the purview of defined benefit (DB) plans, where it might allow the plan sponsor to turn otherwise “idle” portfolio assets into income-generators. After all, many market activities still require the ability to physically deliver securities, most commonly to prevent a failed sale or to facilitate a short sale.
Attorneys ask for service provider 408(b)(2) remedy
Investors need to allocate more to retirement savings
Middle-class Americans agree that funding retirement is on their shoulders
Retirement plan deferral limit increases for 2013
Pension Rights Center wants halt on de-risking
DC plans could use some DB plan strategies
Risks threaten DC plan success
Avoiding audits after fee disclosure
Plan sponsors not making best use of target-date funds
A recent white paper from Pentagra Retirement Services, entitled “The Future of Defined Benefit Plans Will Change Dramatically—For the Better,” contends that defined benefit (DB) plans are positioned for a comeback. So we decided to ask NewsDash readers whether they agreed.
Each month, Bells & Whistles highlights recent product introductions that plan sponsors may find of interest. More information about 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 firstname.lastname@example.org.
These managers were top performers, despite challenging times
How target-date funds use real estate as a way to limit risks such as inflation
What sponsors need to know before they go with TRO
The qualities that a sponsor looks for in a total retirement outsourcing (TRO) provider can be used as a guide to determine whether or not to bundle services with the provider.
Stephen Robert Herring and Michael Herring v. Eileen M. Campbell
Note: Plan-year deadlines assume 12/31 plan year-ends
What the fiscal cliff represents for retirement savings policy
Sponsors have all this information under 408(b)(2). Now what?
IPSs need specific criteria when it comes to TDFs
ACA requirements to consider for 2014
Over the past year, the Know How series has focused on a number of key participant communication topics
A glimpse into the size and scope of a business that continues to evolve