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Defined Contribution Insights

Summer 2015

Compliance
A summary of the key items from the re-proposed fiduciary rule.
By Margaret de Lisser, Kurt Lawson, and Susann Duffy
Education
Low Roth usage by participants may be an education issue.
By Tim Thurston
Events
PSCA held two more successful City Events and travelled to Washington to meet with lawmakers.
Executive Director's Letter
We are all in this together.
By Tony Verheyen
In Memoriam
Sam Murray, PSCA’s part-time Washington representative in the 80s and 90s, passed away in May 2015.
Investments
Constructing and communicating your investment lineup to increase positive investing behaviors.
By Kweku Obed with Introduction Tony Verheyen
Member Profile
Rita Fiumara is recognized as a top retirement plan adviser by Plan Sponsor Magazine.
By Tobi Davis
PSCA News
PSCA’s PRAC Committee becomes the RIAC Committee.
By Mary Kay Leydon
Washington Watch
Pending legislation, updated guidance, and Supreme Court rulings, oh my!
By McGuireWoods LLP

Spring 2015

Administration
To be more specific, what is success when managing a retirement plan?
By Paul Powell
Compliance
Often-overlooked Form 8955-SSA may be a plan sponsor’s best friend.
By Nancy Gerrie
Events
PSCA is hosting City Event Symposiums across the country in 2015.
Executive Director's Letter
A member of PSCA’s Board of Directors, Tony Verheyen, is PSCA’s new Executive Director.
By Tony Verheyen
Get Involved
PSCA member volunteers are the backbone of our committees.
Investments
What investment options are right for your plan and your participants?
By Deb Rosenberg
Plan Design
The High Company and Principal Financial Group win a PSCA Signature Award for excellence.
By Miranda McGuire
PSCA News
Mary Nell Billings is recognized for her years of service to the DC community.
By Tobi Davis
Washington Watch
The proposal items are similar to previous years’ and will likely not be implemented.
By McGuireWoods LLP