403(b) plans are in many ways the same as traditional corporate 401(k) plans, but they also have many unique challenges. The 403(b) Buyer’s Guide shows the providers who service this market, what they focus on in terms of market segment, and the services they provide to 403(b) plan sponsors.
In the past decade, and particularly since the passage of the Pension Protection Act of 2006, asset allocation funds—which include target-date and target-risk funds—have exploded both in terms of number of products and assets amassed. The Asset Allocation Fund Buyer’s guide endeavors to present these funds in an easy to use format for quick reference.
Navigating the ever-changing world of legislation and regulation pertaining to retirement plans and other benefits can be enormously challenging for any employer. This guide lists ERISA and benefits attorneys who are ready and willing to help guide plan sponsors through various legal issues.
With HSA's increasingly described as a retirement savings vehicle for medical expenses, PLANSPONSOR"S guide provides guidance on HSA providers. This greater valuing of health insurance by employees, coupled with growing health care costs that continue to surpass the rate of inflation, has increased employers’ adoption of health savings accounts (HSAs) alongside consumer-directed high-deductible health care plans (HDHPs).
Investment consultants, like other providers in the retirement plan industry, can serve different purposes to different people. Depending on a client need, investment consultants can be tapped for a specific task, or be an extension of a plan sponsor’s own staff—or anything in between. The Investment Consulting Survey lists various consultants, highlighting what they do and who they serve.
By most accounts, defined contribution plan participants are increasingly turning to professionally managed asset-allocation solutions, whether they be a single target-date fund, a single traditional target-risk fund or a managed account advisory program. The Managed Account Buyer’s Guide is a snapshot list of the providers of managed account products, and how they differentiate themselves
It is not surprising to find a certain nexus between the administrative underpinnings of today's deferred comp programs and that of the most widely utilized deferred compensation arrangement: the 401(k) plan. In fact, the services offered to participants in deferred compensation programs are much like those offered to qualified plans. This buyer’s guide provides a listing of which plan types, financing vehicles and service channels each provider offers as well as a survey of plan sponsors' experiences with deferred compensation plans.
With waves of baby boomers retiring in droves, retirement income investment options in DC plans have become increasingly prevalent. Not all of these options are the same—for instance, some are offered within the DC plan itself, while others are offered outside the plan—so this guide strives to keep plan sponsors abreast of what products are available, and from which providers
PLANSPONSOR looks at the various stock plan administrator's available to sponsors. The profiles included in this guide highlight where providers deliver key tax/reporting/compliance services via "in-house" resources while others may offer similar services through a third party (or a choice or either option).
Third Party Administrators, or TPA's, help employers manage their retirement plans. A retirement plan TPA will help you with the design and administration of your employee retirement plan, and also help you fulfill your employer tax obligations.
Time was when a "bundled" solution could not be delivered efficiently or effectively unless all the parts came from the same entity—no more. This bundled concept has, for the last several years, been presented under the banner of Total Retirement Outsourcing, or TRO. The Buyer’s Guide presents the providers of TRO services—which types and sizes of clients they service, and products offered.