Retirement and Investment Solutions Newsletter
2010 newsletter archive
January | February | March | April | May | June | July | August/September | October | November/December
By topic: Administration | Fiduciary Responsibility | Investments | Legislative and Regulatory Update | Participant Communications | Plan Design | Snapshots (Participant Behavior Stats) | Webcasts and Events
Find the most recently archived articles near the beginning of the categories lists below:
Administration
- Considering freezing your pension plan?
- Plan reviews crucial in fiduciary oversight
- For every client and each individual – operational excellence
- Thoughts on the rumors of the death of the 401(k)
Fiduciary Responsibility
- IRS stresses requirement for timely forfeitures
- Time for an investment policy review?
- IRS questionnaire for plan sponsors
- Plan design and beneficiary designations
- Recap of a few of the major fiduciary hot topics that surfaced during the last decade
- Fiduciary responsibility – January 2010
Investments
- Decoding Target Date Fund Design – Glide path strategies
- Leveraging the firm – Global Multi Asset Group
- Decoding Target Date Fund Design – Asset allocation
- Inflation-sensitive investment strategies
- How well do you know your investment manager?
- Decoding Target Date Fund Design - Defining your goals
- A best-practice perspective on balanced funds vs. target date funds
- Are you analyzing offering both a balanced and target date fund in the same investment menu?
- Ready! Fire! Aim? 2009
- Investment New Year's resolutions for plan sponsors
Legislative and Regulatory Update
- Legislative and regulatory outlook – Fourth-quarter predictions and 2011 impact
- Financial reform implications for retirement plans
- Loans, fee disclosure, QDROs and stock diversification
- Financial reform and potential implications for retirement plans
- Conversions of pretax balances to designated Roth accounts
- Legislative and regulatory update - March 2010
- A decade in review
- February 2010 legislative and regulatory update
- Legislative and regulatory update - January 2010
- Retirement income policy proposals
- 2010 and the prospects of pension reform
Participant Communications
- Participant communication: Planning for 2011
- Audience of One® wins awards
- New newsletter includes Tip to Retire on Track
- The Way Forward – A mix of media and messages
- Marking DB milestones
- Total Retirement Solutions benefits sponsors and participants
- New from The Way Forward – "The Biggest Saver"
- What's new: The Way Forward
- Audience of One® Revisited
- Webcasts help point The Way Forward
- The power of persistence
- The Way Forward gets results
- Communications case study on personal URLs (PURLs)
Plan Design
- Simplicity: A best practice for retirement plans
- Automatic enrollment can keep things simple
- Benefits of auto-suite implementation
- Pretax or after-tax – a question for plan sponsors
- Retirement income options
- Smart plan design
Snapshots (Participant Behavior Stats)
- "Autos" grow in popularity
- Roth utilization
- Are participants opting out of automatic enrollment?
- Less than half of participants are on track to receive what they think they will need
Webcasts and Events
- "What’s Next for Small Caps?" Webcast replay
- Sponsor Webcast calendar for 2010
- February 2010 investment Webcast
- January 2010 save the date - upcoming cvents
For questions regarding your personal 401(k) plan, contact your 401(k) plan provider.
