PLANSPONSOR Magazine

More than a decade ago, my mom was getting her finances ready for retirement.

PLANSPONSOR.com news articles that also appeared in the Upfront section of the June issue.

We all have them: those front-line experiences that are -inevitable when one deals with the variety—and sensitivity—of issues associated with human beings and critical life events.

In addition to the things that "normally" keep me busy, I was recently out college "shopping" with my middle daughter.

Each month, Bells & Whistles highlights recent product introductions that plan sponsors may find of interest.

Randy Johnson is still hurling fastballs and changeups for the Arizona Diamondbacks at the ripe old age of 44.

Few product innovations have been as well-designed for the needs of retirement plans and retirement plan participants as asset-allocation funds.

Q1 was rough for hedge funds, but managers see better times ahead

ERISA accounts, more colloquially known as ERISA budgets, have gained increased prominence in recent months as part of a renewed focus on 401(k) plan fees and expenses.

John W. Livick v. The Gillette Company; The Gillette Company Retirement Plan

In May 1999, when Prudential Securities hired Charles Millard, then head of the New York City Economic Development Corporation in the Giuliani administration, to run a new group...

In April, the House Education and Labor Committee reported out a 401(k) fee bill.

If you kept putting change into a pocket with a hole in it, how much money could potentially leak out over a year's time?

The Department of Labor (DoL) recently announced changes to the "plan asset" guidelines affecting the time frame in which participant contributions must be transmitted to plans with fewer...

How should plan sponsors react to the Department of Labor's new requirements for service provider disclosures?

Asset-allocated funds have become increasingly popular in 401(k) and other defined contribution plans governed by the Employee Retirement Income Security Act (ERISA), and the new 403(b) regulations have...

Risk-based funds and target-date funds appeal to different employee groups, says Paul D'Aiutolo, an Institutional Consultant at UBS Institutional Consulting in Rochester, New York.

Target-date fund glide paths are not just investment theory, as the recent market turmoil makes clear. Their risks have very real implications for participants, especially those in or...

Are target-date funds too simplified? Yes, according to providers introducing hybrid investments that blend the target-date and risk-based fund concepts.

When target-date funds started out, their asset allocations typically came from the S&P 500 or Russell 2000, the Morgan Stanley EAFE (European, Australia, and Far East) Index, the...