PLANSPONSOR September 2014

Art by Harry Campbell

40 Years of ERISA

The transformational law makes waves in the ­retirement plan industry not ­anticipated in 1974

In the Beginning

For most in the retirement plan industry, the Employee Retirement Income Security Act of 1974 (ERISA), plus its amendments, are the so-called industry “Bible.”

Share Class Matters

Investigations into share class choice go to the reasonableness of fees

In-Plan Annuities

Post-guidance, new solutions for managing longevity risk are needed

ERISA Changes Over the Years

In the 40 years since the passage of the Employee Retirement Income Security Act (ERISA), a number of revisions have been made to the law.

Bells & Whistles

Recent product introductions that may be of interest to plan sponsors

The Optimized Plan

A proper study can help sponsors find many ways to improve outcomes

Team Work

A plan sponsor gets participants unstuck

ETF Focus

Strategic Insight’s quarterly exchange-traded fund analysis


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

Problems, Solved?

My vision of retirement as I grew up was provided to me by my grandfathers; both were beneficiaries of long tenures at large companies—one in pharmaceuticals, and one in book publishing.

Washington Update

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

Batten Down

Real assets can preserve purchasing power for retirees—and younger participants