Selecting and benchmarking plan advisers and consultants
Retirement concerns grow among public sector employees
Ways to engage participants in retirement saving and planning
Sponsors hesitate to make distribution recommendations
Creating a sound way to choose
Almost all participant notices and statements can be delivered electronically if plan sponsors follow certain government rules.
Bells & Whistles
Recent product introductions that may be of interest to plan sponsors
The 2014 PLANSPONSOR Retirement Plan Adviser of the Year winners—in the individual, team and multioffice team categories—stand out for their overriding concerns for plan sponsor clients and participants, as well as the leading-edge actions they take with respect to plan design and outcomes.
The Bottom Line
Do regulations for delivering plan information need to be updated?
Esli Perez Melendez, et al. v. Hatfield’s Equipment & Dedication Services Inc., et al.
More funding or more DB premiums, take your pick
Fiduciaries, take heed
Just out of Reish
Evaluating fund selections using two benchmarks
Credit Suisse’s pension investment committee
Guidance on out-of-pocket maximums
Quotes, survey statistics and musings to use in employee communications, or just for a break from the grind.
403(b)s’ distinct characteristics require knowledgeable providers
There’s a retirement plan adviser I know who always brings a can of cat food to the retirement plan participant educational meetings she hosts.
Our cover story this month is a three-part section focusing on retirement plan advisers and consultants—those who, when chosen correctly, can help plan sponsors meet their plan’s specific goals.
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
Fixed-income investments wrapped with insurance to hedge volatility
Form 5500s for multiple plans; IRS audits; committee member must-reads
A startling observation from data supporting the “2014 PLANSPONSOR Plan Benchmarking Report” is that about 25% of respondents are unsure of how—let alone how much—they compensate their adviser.