PLANSPONSOR Magazine

COVER

Retirement Checkup

5 factors that reveal plan health in terms of meeting
participants’ retirement objectives

UpFront |July 2013

Downwardly Mobile

Early Boomers may be last to retire comfortably
UpFront |July 2013

New and Improved

403(b) plan sponsors continue to upgrade plan value 
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...
Bells & Whistles |July 2013

Bells & Whistles

Recent product introductions that plan sponsors may find of interest 
Feature |July 2013

Most-Popular QDIAs

Asked which investment is the most popular, David Kaleda of Groom Law Group says, “It seems to be target-date and/or lifecycle funds, with managed accounts second and balanced...
Feature |July 2013

Safe Harbor Investments

QDIAs offer fiduciary protection, so why don’t all plan sponsors use them?
Head of the Class |July 2013

Hedge Rows

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

In the Middle

Middleware seeks to solve retirement income products’ plan-level portability problem
Case Sensitive |July 2013

Wrongful Acts

William Foster v. PPG Industries Inc. et al. and Patricia Foster
Saxon Angle |July 2013

Essential Guarantees

 Proposed PTE 80-26 amendment could dampen investing 
Just out of Reish |July 2013

Plan Committees Beware

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

Shared Responsibility

More questions about guidelines in proposed health care regs
Tidbits |July 2013

Tidbits

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