Magazine Articles

IRS provides Form 5500 efficiencies

DOL offers one-time deadline reset

New York offers districts a pension-smoothing program

Emerging strategies identified

Survey respondents fear investing, financial planning

More attention being brought by plan sponsors and regulators

Recent product introductions that plan sponsors may find of interest

Rival claimants, retroactivity will make things complicated

Longer periods of lower returns may force this issue

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

Questions on these two topics answered

Managed account options

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

How should it be applied?

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

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.

Simplification is the goal

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

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

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