Sustainable Retirement Income

Helping preretiree participants figure out their retirement
budgets     Online Extra in this article: “Making Retirement More Achievable”

UpFront |

Fast Fact

New Secretary of Labor approved
UpFront |

Filing Tips

IRS provides Form 5500 efficiencies
UpFront |

Running Scared

Survey respondents fear investing, financial planning
Survey Says |

Most Helpful Participant Education Topics?

Many years ago, retirement plan participant education included only information about plan features and maybe two illustrations of typical asset allocations for individuals, based on age.
Bells & Whistles |

Bells & Whistles

Recent product introductions that plan sponsors may find of interest
Head of the Class |

Powers of Concentration

Three managers are applying focused portfolios with high active shares to beat the notoriously difficult Russell 1000
Case Sensitive |

The Whipsaw Effect

William J. Schumacher v. AK Steel Corporation Retirement Accumulation Pension Plan and AK Steel Corporation Benefit Plans Administrative Committee, No. 1:09-cv-794
Tidbits |


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

Language Barrier

Industry terminology can be hard to understand     In this article: Know How for Participants, "Talking the Talk"
Investment Structure |

ETFs in 401(k) Plans

Their usage and implementation varies dramatically     Online Feature in this article: "Schwab’s All-ETF Retirement Plan"
Investment Structure |

Coloring the Investment Menu

Collective investment trusts increasingly appear in investment lineupsAlso featured in this article: "Legal Issues to Consider"