Jan-Feb 2008

“Beta” Test

After months of research, informal talks with vendors, and not a few inquiries to a few “trusted advisers,″ just before Christmas, we finally made our decision: We bought a Blu-Ray DVD.

John Barry

JMB Wealth Management/National Planning Corporation (Torrance, CA)

Room To Grow

Micro plans offer good plan designs, but have room for improvement

Second Cite

EBSA releases proposed revisions to provider fee disclosures

Talking Points

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.

Tom Noble

Noble Retirement Group, a Member Firm of NRP (Sugar Land, TX)

Two-Thirds of DC Plans Use Management Consultant

Sixty-nine percent of defined contribution (DC) plan sponsors use an investment management consultant, according to a survey from the Brookfield, Wisconsin-based International Foundation of Employee Benefit Plans (IFEBP).