PLANSPONSOR Magazine

New Secretary of Labor approved

Bill seeks changes to the tax code and ERISA

DOL offers one-time deadline reset

IRS provides Form 5500 efficiencies

New York offers districts a pension-smoothing program

Survey respondents fear investing, financial planning

Emerging strategies identified

Simplification is the goal

Many years ago, retirement plan participant education included only information about plan features and maybe two illustrations of typical asset allocations for individuals, based on age.

Recent product introductions that plan sponsors may find of interest

More attention being brought by plan sponsors and regulators

Three managers are applying focused portfolios with high active shares to beat the notoriously difficult Russell 1000

William J. Schumacher v. AK Steel Corporation Retirement Accumulation Pension Plan and AK Steel Corporation Benefit Plans Administrative Committee, No. 1:09-cv-794

Longer periods of lower returns may force this issue

Rival claimants, retroactivity will make things complicated

How should it be applied?

Questions on these two topics answered

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

Managed account options

Target-date and target-risk funds

Industry terminology can be hard to understand     In this article: Know How for Participants, "Talking the Talk"

Their usage and implementation varies dramatically     Online Feature in this article: "Schwab’s All-ETF Retirement Plan"

Collective investment trusts increasingly appear in investment lineupsAlso featured in this article: "Legal Issues to Consider"