In Practice August 8th, 2008 One-Fourth of Sponsors Lack IPS In a recent survey by Cowden Associates, 25% of defined contribution plan sponsors reported not having an investment policy statement (IPS).
fiduciary fitness Getting from Here to There PPA provides some help for fiduciaries mapping participant investments
Perspectives June 26th, 2008 Perspective: Staying on Top of 2008 Plan Changes The new year ushered in some important provisions that directly affect qualified retirement plans.
chalk talk Want Adds What your client needs is someone to help him understand his fiduciary responsibility
micro scope A Big Deal for Small Business Connecticut legislation may create the first state-administered retirement plan for small businesses, but will it cut out advisers and TPAs?
viewpoint Your Undivided Attention Corporate retirement services and wealth management are not a winning proposition
Perspectives March 26th, 2008 Perspective: Emerging Challenges for Plan Management There’s a growing recognition that retirement plan managers are under the gun because of new legislation as well as increases in employee mobility and auto-enrollment.
fiduciary fitness Hidden in Plain Sight? The DoL sets its sights on disclosures from service providers