Cover
Take It Or Leave It

Plan sponsors are finding that it pays to help
employees plot their post-retirement strategies-including
that pivotal decision: to roll over, or to leave the money in
the plan

UpFront |

Sharing The Wealth

In June, the Internal Revenue Service issued new final regulations that add another requirement for employers to meet if they are to be entitled to claim tax-qualified status...
UpFront |

Bill Targets “All Employers”

That is not all. Just a day after the plan sponsor summit with EEOC, Representative Thomas E Petri (R-Wisconsin) introduced House legislation that would override the Third Circuit...
UpFront |

Bill Targets “All Employers”

That is not all. Just a day after the plan sponsor summit with EEOC, Representative Thomas E Petri (R-Wisconsin) introduced House legislation that would override the Third Circuit...
Feature |

Plan Sponsor – Friendly?

The "new" PWBA under Ann Combs is putting a new emphasis on guidance in murky areas of ERISA. It is seeking to expand its voluntary fiduciary correction program,...
(k)Plans |

In Good Conscience

Participant demand and new, low-expense offerings help socially responsible funds to catch on
Asset Mix |

Too Many Managers?

Why some see whole-stock portfolios as the antidote to teams of specialists and lackluster active returns
Running the Fund |

Money Pit

Taft-Hartley learns about diversification-the hard way
Total Benefits |

Making The Grade

Lawsuits allege that forced evaluation systems discriminate against older workers
Rules/Regs |

Catch As Catch Can

One of the better-known parts of the new tax bill is its provision for plan participants over the age of 50 to set aside additional funds for retirement-above...
Game Plan |

Loyal Customer

KKR's returns are down. Why OPERF is sticking with the legendary buyout fund, anyway
The Buzz |

(k) Plan Balances Were Stable In 2000, Says EBRI

Newsflash: The average 401(k) plan participant balance slipped just 0.1% last year, though older participants fared worse, according to preliminary research from the Investment Company Institute and the...
The Buzz |

“Universal Pass-Through”

Would simplifying retirement savings plan administration via a streamlined payroll deduction scheme-which all employers would offer and in which any employee could elect to participate-be an effective means...
Done Deal |

Big Deal!

Florida hires "newcomer" CitiStreet for its new DC plan
sidebar |

Sidebar: Leaving Assets In The Plan: The Up Side

While many plan sponsors do not advise employees to keep their assets in their defined contribution plans after retiring, a number of independent experts say they should. Since...