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Defined Contribution Insights

2009 Archives

Nov/Dec 2009

Survey
Survey Shows Continued Commitment to 401(k) Plans.
By Hattie Greenan
President's Page
Maximizing the bottom line.
By David Wray
PSCA News
Industry experts from around the country join the PSCA leadership.
Research
An individual or group’s reputation might impact people’s willingness to stay with the default options they establish.
By Michael J. Liersch and Craig R. M. McKenzie
Saver's Credit
Now is the time to remind your employees about this important plan benefit.
Signature Awards
Plan sponsors remain dedicated to participant education and communication.
By Kara Clark
Washington Watch
Plan documents and ERISA regulations offer plan sponsors valuable guidance.
By Ian Kopelman

Sept/Oct 2009

Administration
A guide to help plan sponsors navigate the new filing rules.
By Michael Webb, CRS, CEBS, AIF™
Focus On Excellence
Taking a proactive approach that worked for plan participants and fiduciaries.
By Jim Phillips
Investments
Identifying a secure investment approach.
By Christine C. Marcks
President's Page
Delivering a secure retirement.
By David Wray
Research
Packaged target-date funds are the most popular choice.
By Hattie Greenan
Washington Watch
Plan fiduciaries may be able to use their ERISA account to pay for “reasonable plan expenses.”
By Ian Kopelman

July/Aug 2009

Administration
The filing process for the Form 5500 will be paperless by 2010.
By Janice M. Wegesin
Communication
Make Wise Choices.
By Kara Clark
President's Page
PSCA opposes a mandated retirement plan design.
By David Wray
Research
Investment techniques vary based on participants’ outlook on retirement security
By Gergana Y. Nenkov, Deborah J. MacInnis, and Maureen Morrin
Survey
Two-thirds of survey respondents would consider changes to their plan’s target-date funds.
By David J. Bauer, Benjamin F. Phillips and Justin R. White
Washington Watch
Courts apply laws to create additional exceptions to ERISA’s anti-assignment rule.
By Ian Kopelman

May/June 2009

Communication
Retirement industry should treat education as adult education.
By Dennis Ackley
Investments
Does your stable value fund stack up?
By Steve Ferber and Bret Estep
President's Page
New staff structure will help PSCA broaden member services.
By David Wray
Research
Employer/employee partnerships contribute to the financial well-being and literacy of the American workforce.
By David W. Owens
Survey
Many respondents would like an investment option that provides guaranteed lifetime income in retirement.
By Manu Balakrishnan, Salim Ramji, Celine Dufetel and Sofia Santos
Washington Watch
Plan sponsors should avoid overlooking administrative details.
By Ian Kopelman

March/April 2009

403(b) Plans
Plan sponsors and providers should work together as they navigate the new plan regulations.
By David Ray and Sheila Wilson
Annual Review
New tools implemented in 2008 expand member benefits.
By Kara Clark
President's Page
Believe in 401(k).
By David Wray
Research
Study helps employers determine how they can best help their employees maximize 401(k) plan participation.
By David W. Owens
Survey
Trend towards shorter eligibility periods continues.
By Hattie Greenan
Washington Watch
Decision not in line with DOL’s proposed fee structure and previous position.
By Ian Kopelman

Jan/Feb 2009

403(b) Plans
First comprehensive survey of 403(b) plans released.
By Hattie Greenan
Administration
The IRS announced new plan limitation that go into effect January 1, 2009.
Investments
Income annuities can help plan participants achieve their retirement goals.
By Gary Baker
President's Page
PSCA News
IRS issues new plan limits for 2009 and a 403(b) plan checklist.
Research
Revisions make correcting plan errors and failures easier for plan sponsors.
By David W. Owens
Signature Awards
A step-by-step plan to help you get recognition for your company’s plan success.
By Bob Beasley
Washington Watch
Revisions make correcting plan errors and failures easier for plan sponsors.
By Ian Kopelman