PLANSPONSOR November 2014

No Need to Panic

Retirement plan investors bound to review PIMCO Total Return

Data Shows DB to DC Shift

Distribution of participants by plan type and number of participants (in thousands), 2012

Information Security

There have been many news reports lately about hackers obtaining personal information from store systems or from the “cloud.”

Bells & Whistles

Recent product introductions that may be of interest to plan sponsors

Data Security

Tips for protecting and managing participant data

Fiduciary Outsourcing

Lisa H. Barton, a partner with law firm Morgan, Lewis & Bockius LLP, discusses plan sponsors’ fiduciary responsibilities and options for outsourcing them


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

With Appreciation

As I watched the local store displays switch from Halloween to Hanukkah and Christmas, two things saddened me: First, I couldn’t believe it was already time to plan for those holidays, and second, that they had skipped my favorite one!

Taking Control

When searching for a new recordkeeper, a plan sponsor inevitably finds itself at the finalist presentations—where those candidates still in the running for its business will put their best foot forward, exhibiting their latest tools and illustrating how their services are better than the others’ for delivering strong participant outcomes.

Washington Update

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

Small-Cap Equity

Sponsors that don’t include it may want to think twice