PLANSPONSOR October 2014

Cold Feet

Sponsors hesitate to make distribution ­recommendations

Electronic Communications, Anyone?

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

PLANSPONSOR Retirement Plan Advisers Of the Year

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.

Snail Mail or Email?

Do regulations for delivering plan information need to be updated?

Access For All?

Esli Perez Melendez, et al. v. Hatfield’s Equipment & Dedication Services Inc., et al.

Investment Advice

Evaluating fund selections using two benchmarks

Maxing Out

Guidance on out-of-pocket maximums


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

Embracing Technology

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.

Washington Update

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

Stable Value Funds

Fixed-income investments wrapped with insurance to hedge volatility

Know Thy Adviser Fees

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.