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Defined Contribution Insights

Administration

Claiming abandoned assets can be profitable. How can sponsors protect participants?
By Terry Dunne
2017
Here’s how to “true-up” the employer match.
2017
A resource guide to help you periodically evaluate your plan service provider.
2017
To be more specific, what is success when managing a retirement plan?
By Paul Powell
2015
The DOL provides specific search requirements and recommended distribution options to missing participants in terminated defined contribution plans.
By Jeffrey R. Capwell and Felicia L. Mitchell
2014
The future is now.
By J. Spencer Williams
2013
Why go it alone?
By Trisha Brambley
2013
What your auditing firm does and why they do it.
By Barry L. Shaw and David M. Kot
2013
To avoid steep fines, make sure that clients are compliant with all DOL and IRS regulations.
By E. Thomas Foster Jr.
2012
Due diligence is essential for target date strategies.
By Julie Leinenbach
Sept/Oct 2011
Tips for avoiding “buyer’s remorse.”
By Joseph J. Masterson
May/June 2011
Service provider reviews and expense analyses help plan sponsors ensure that they are paying reasonable plan fees.
By Mendel A. Melzer and John R. “Chip” Harkins
Sept/Oct 2010
How do you test fiduciary conformity?
By Roger Levy
May/June 2010
A guide for plan sponsors.
By Phillip G. Chiricotti
March/April 2010
A guide to help plan sponsors navigate the new filing rules.
By Michael Webb, CRS, CEBS, AIF™
Sept/Oct 2009
The filing process for the Form 5500 will be paperless by 2010.
By Janice M. Wegesin
July/Aug 2009
The IRS announced new plan limitation that go into effect January 1, 2009.
Jan/Feb 2009