What are the differentiators in today’s marketplace?
Retirement plan investors bound to review PIMCO Total Return
Older DC participants use social media, too
Can continuing violation evade ERISA’s limitations period?
Why this may be a growing trend
This generation has some unique financial vulnerabilities
Wellness programs incomplete without financial component
Lessons learned from the 2009 waiver
Some participants view recordkeepers’ guidance as advice
Distribution of participants by plan type and number of participants (in thousands), 2012
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
Making retirement readiness understandable to pre-retirees—and easing their transition
The Bottom Line
Tips for protecting and managing participant data
Issues with individual annuities in 403(b) plans
Lisa H. Barton, a partner with law firm Morgan, Lewis & Bockius LLP, discusses plan sponsors’ fiduciary responsibilities and options for outsourcing them
The importance of retirement plan considerations
Brokerage windows are a good thing
New DOL guidance reflects updates since last FAB
Just out of Reish
Participants need adequate distribution information
Quotes, survey statistics and musings to use in employee communications, or just for a break from the grind.
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!
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.
Summaries of the latest from Washington and the courts—what’s coming, what’s contemplated and what’s critical to plan sponsors.
Asset Class Focus
Sponsors that don’t include it may want to think twice
Strategic Insight’s quarterly target-date fund analysis