Magazine Articles

UpFront |August 2013

DOMA Decision

What changes will plan sponsors have to make and when?In this article: More of what you need to know, "Action Plan in Response to DOMA Decision"
The Bottom Line |August 2013

ERISA Budgets

The era of fee disclosure has made fee-recapture accounts more popularAlso in this article: More of what you need to know, "Using an ERISA Budget," and "Participant Revenue...
Survey Says |July 2013

Have You Evaluated Your Retirement Account Fees?

Most providers prepared for an onslaught of questions from retirement plan participants when, last fall, the latter all received new fee disclosures under Employee Retirement Income Security Act...
UpFront |July 2013

Downwardly Mobile

Early Boomers may be last to retire comfortably
Asset Mix |July 2013

In the Middle

Middleware seeks to solve retirement income products’ plan-level portability problem
Head of the Class |July 2013

Hedge Rows

 How hedge fund allocations affect returns in a plan portfolio
UpFront |July 2013

New and Improved

403(b) plan sponsors continue to upgrade plan value 
Just out of Reish |July 2013

Plan Committees Beware

Don’t miss disclosures for individual brokerage accounts
Tidbits |July 2013

Tidbits

Quotes, survey statistics and musings to use in employee communications, or just for a break from the grind.
Saxon Angle |July 2013

Essential Guarantees

 Proposed PTE 80-26 amendment could dampen investing 
Case Sensitive |July 2013

Wrongful Acts

William Foster v. PPG Industries Inc. et al. and Patricia Foster