Technically speaking, just about every function associated with running a retirement plan can be performed by the plan sponsor—and thus, to the extent that you hire out any of those services to another entity, you have “outsourced” the function(s). However, these days, the term outsourcing is commonly used to describe a broader level of bundled services, up to and including nearly every function associated with a retirement plan (total retirement outsourcing, or TRO), or the human resources function itself (human resource outsourcing, or HRO).
April 23, 2013
The Changing Role of Adviser
The Changing Role of Adviser
DC Plan Administration
PLANSPONSOR staff
If you could step into a time machine and go back to 1993,
says Trisha Brambley, president of Retirement Playbook Inc. in New Hope,
Pennsylvania, you would see a very different kind of adviser supporting
retirement plans—“and we’d

April 23, 2013
Packaging the DC Plan
Packaging the DC Plan
DC Plan Administration
PLANSPONSOR staff
The
401(k) defined contribution (DC) plan has its origins as part of the 1978 Tax
Reform Act, where it languished in obscurity until 1980, when benefits
consultant Ted Benna took note of the provisions and determined how they opened
th

April 22, 2013
Mercer Hires US Outsourcing Leader
Mercer Hires US Outsourcing Leader
April 22, 2013 (PLANSPONSOR.com) - Ken Haderer will join Mercer effective May 1 as Leader of the firm’s US Outsourcing business.
PLANSPONSOR staff
editors@plansponsor.com
As a senior partner of the firm, he will report to Pat Milligan, Mercer’s North A

January 24, 2013
Northern Trust Names Investment Outsourcing Head
Northern Trust Names Investment Outsourcing Head
January 24, 2013 (PLANSPONSOR.com) – Northern Trust named Marc Mallett product manager of Investment Operations Outsourcing in the Americas.
PLANSPONSOR staff
editors@plansponsor.com
In this new role, created to address the growing demand for mid
