Editorial
Editorial
Celebrating 20 Years of PLANSPONSOR
Twenty years ago, in the pages of the inaugural issue of PLANSPONSOR,...
Survey Says
Survey Says
Survey Says
What Developments Most Influenced the Retirement Plan Industry?
Bells & Whistles
Bells & Whistles
Bells & Whistles
Each month, Bells & Whistles highlights recent product introductions that plan sponsors...
Feature |April 2013
2013 PLANSPONSOR Lifetime Achievement Award
At the 2013 PLANSPONSOR/PLANADVISER Awards for Excellence, the annual PLANSPONSOR Lifetime Achievement Award was given to Joe Mansueto, chairman and CEO of Morningstar Inc.
Feature |April 2013
The Vision Award
Charles Ruffel is the founder and director of Asset International, Inc., parent company of PLANSPONSOR and PLANADVISER.
Tidbits |April 2013
Tidbits
Some quotes, survey statistics and musings to use in employee communications, or just as a break in the grind.
DC Investments |April 2013
Plotting a Course
DC plan investments offer plan participants a path to retirement savings
DC Investments |April 2013
Making Retirement Income Products Work
“Ten thousand Baby Boomers are turning 65 every day,” says Catherine Collinson, president of the Los Angeles-based Transamerica Center for Retirement Studies. “It is a problem begging to...
DC Investments |April 2013
Plans Have Turned Back to Asset-Allocation Funds
Over the past 20 years, we have come almost full circle in retirement plans’ use of asset-allocation funds, says Laurie Nordquist, an executive vice president and director at...
DC Investments |April 2013
What Place Does Stable Value Have in 401(k)s?
“Everybody is always trying to talk about the demise of stable value,” says Chris Tobe, principal at Louisville, Kentucky-based Stable Value Consultants.
DC Plan Administration |April 2013
Manning your Way
Navigating the many steps in DC retirement plan administration
DC Plan Administration |April 2013
Packaging the DC Plan
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...
DC Plan Administration |April 2013
The Changing Role of Adviser
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...
DC Plan Administration |April 2013
Then and Now
As some advisers have become increasingly focused on supporting plan sponsors—and, hence, their scope of advisory work has narrowed—the responsibilities they engage in for retirement plans have increased,...
DC Plan Design |April 2013
Has DC Plan Design Come Full Circle?
Some might say that retirement plan design has come full circle.
DC Plan Design |April 2013
Education for 401(k) Plans Shifts to Emphasis on Participants’ Need to Save More
Education for 401(k) participants has changed considerably in 20 years.
DC Plan Design |April 2013
DC Distribution Options—Lots of Talk but Not Much Action
The big news in defined contribution (DC) distribution options for the last year is that there really is no news.
DB Plans |April 2013
Lump Sums More Common for Defined Benefit Plan Distributions
There has been a major shift in how defined benefit (DB) plans distribute benefits.
DB Plans |April 2013
DB Plan Risk Transfer: Plan Sponsors Play a Waiting Game
Risk transfer is on the minds of many defined benefit (DB) plan sponsors, but, with the current economic environment, it is more often planned for than actually done,...
DB Plans |April 2013
Securities Lending Is Back
In the aftermath of the financial shake-up five years ago, many defined benefit (DB) plan sponsors ended or paused their securities lending activities.
DB Plans |April 2013
Alternative Investments: Some Pensions Moving Into New, Longer-Term Strategies
For pension plans, allocation to alternative investments often comes down to diversification of equity risk while trying to meet their assumed rates of return.
DB Plans |April 2013
Technology and the DB Custodian
Technology is not just something that provides a competitive edge for defined benefit (DB) custodians—it has become the essence of their survival.