PLANSPONSOR November 2013

Polishing the Cups

The telephone Yellow Pages showed up last week in our apartment building’s lobby.

Shelter from the Storm

A balanced investment approach is wanted by those with $200,000 or more in investable assets

Going Strong

Ranking shows Wisconsin is strongest state pension

On the Rocks

Revocation rules for separating couples

Mortgaged to the Hilt

Number retiring with this debt and the amount borrowed have grown substantially

Bells & Whistles

Recent product introductions that plan sponsors may find of interest

Brokerage Window Issues Still Open

Until further guidance is issued, should you help participants or avoid liability? Featured: "Does Revised FAB Q&A 39 Answer All Questions?" and "Brokerage WindowTips"


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

Talk of the Town

A focus on retirement incomeKnow How for participants: "Drawdown or Spend Down?"