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Defined Contribution Insights

Winter 2015

Executive Director's Letter
PSCA has been the voice of the plan sponsor for nearly 70 years. As change may be on the horizon for DC plans, PSCA will continue to make sure your voice is heard.
By Tony Verheyen
Compliance Watch
A post-Dudenhoeffer approach to fiduciary responsibility.
By Michael Olah, JD (Lead Writer), with Karen Brodbeck, Brandon Diersch, and Carol Sung
Washington Watch
Does the recent support for state-based plans indicate concerns for current DC plan sponsors?
By Rich McHugh
Investments
A primer on the types of advice, guidance, and education available and how to choose the best fit for your participants.
By Anna M. Rappaport
Plan Design
Benefits and pitfalls to offering a NQDC to participants.
By Matt Maier (Lead Writer), with Colleen Houlihan, Eric Green, and Lee Nunn
President's Page
Winners were announced at PSCA's 68th Annual National Conference.
By Tobi Davis
Research
What fiduciary responsibilities are being done for 403(b) plans, and who is doing them?
By Hattie Greenan
Events
Plan Sponsors enjoyed sessions addressing the hierarchy of retirement needs.
By Tobi Davis

Fall 2015

Communication
Millennials, Gen Xers, and Baby Boomers have distinct concerns that should be addressed through education and communication.
By Rita Fiumara
Compliance Watch
Some considerations in handling DROs with NQDC Plans.
By Lee Nunn
Washington Watch
Introduction and three things to watch.
By Rich McHugh
Executive Director's Letter
Employer-led DC plans are good for organizations, employees, and the nation.
By Tony Verheyen
Financial Wellness
Financial stress is a barrier to employees saving for retirement.
By Mark Singer
Events
5 ways for a secure retirement.
By Tobi Davis
Investments
The culture that you wish to foster is communicated by how your plan is designed and the investment offerings within the plan.
By Lenard S. Cohen
Research
This year's annual 403(b) survey shows higher contributions and average account balances for participants.
By Hattie Greenan

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