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Defined Contribution Insights

2010 Archives

Nov/Dec 2010

Survey
PSCA releases its 53rd Annual Survey of Profit Sharing and 401(k) Plans, which reflects data for the 2009 plan-year.
By Hattie Greenan
Communications Watch
Think twice before you speak.
By Bob Benish
Compliance Watch
A comprehensive guide will help plan sponsors make prudent decisions in selecting a candidate.
By Ian Kopelman
Research
Workplace financial education is win-win solution for employers and employees.
By Judith Cohart
Investments
The popularity of target-date funds has grown since the early 1990s.
By Christine C. Marcks
President's Page
Its trustworthy employers.
By David Wray
PSCA News
New members took office during the PSCA business meeting at the National Conference last month.
Washington Watch
Commission will identify solutions to combat the looming deficit crisis.
By Ed Ferrigno
Signature Awards
New categories allow for plan sponsors to showcase campaigns that involve more aspects of defined contribution plan communications and education.
By Kara Clark

Sept/Oct 2010

Administration
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
Communications Watch
Educating participants about financial literacy can help make plan communications more effective.
By Bob Benish
Compliance Watch
A plan fiduciary can be found liable under ERISA for imprudent selection of retail investment funds.
By Ian Kopelman
Focus On Excellence
M.A. Mortenson Company increases participation with a creative back-to-school themed education campaign.
By Annette Grabow
Research
Six Basic Principals of Retirement Plan Risk Control for Fiduciaries
By Al Otto and Heath A. Miller
Investments
Lost or Found?
By Douglas Prince and Deana Harmon
President's Page
Helping Americans help themselves.
By David Wray
Research
Expanding retirement plan coverage to those who do not currently have access to an employee-funded plan will offer the opportunity to save in the workplace and improve workers’ outlook for retirement.
By Catherine Collinson
Washington Watch
Short-term extensions likely to be deferred until lame duck session.
By Ed Ferrigno

July/Aug 2010

Communications Watch
Now, more than ever, there is a need to develop and deliver effective employee education tools.
By Robert A. Benish
Research
Plan sponsors can customize GPS-themed education and communication tools with their own company name and logo.
By Kara Clark
Compliance Watch
New direction offers plan sponsors and fiduciaries an opportunity to modify their participant education programs regarding target-date funds.
By Ian Kopelman
Education
Proven tips that will help plan sponsors conduct productive meetings with their plan participants.
By Laurie Nordquist and Joe Ready
Investments
One employer shares their success with “deemed” traditional and Roth IRAs.
By Moderated Stacy L. Schaus, CFP®, PIMCO DC Practice Leader
President's Page
Enhanced magazine is the first implementation of PSCA’s new Strategic Plan.
By David Wray
Survey
An overview of results from PSCA’s most comprehensive 403(b) survey to date.
By Hattie Greenan
Washington Watch
Congress has little time or interest for an extensive retirement plan overhaul.
By Ed Ferrigno

May/June 2010

Administration
How do you test fiduciary conformity?
By Roger Levy
Investments
Stable value funds passed the “trial by fire” of the recent economic downturn.
By Kevin Vandolder and Scott McLerran
Research
In today’s growing defined contribution plan industry, it is more important than ever for plan sponsors to monitor plan fees.
By Paul Powell
President's Page
Throughout the next year, plan sponsors will continue to offer and expand their current plan benefits.
By David Wray
Signature Awards
Awards program will continue to reward creativity and innovation in plan education and communication.
By Bob Beasley
Survey
PSCA developed a snapshot survey in response to the DOL and Treasury Department’s RFI regarding lifetime income products.
By David Wray
Washington Watch
Named planned fiduciaries are still liable for fiduciary responsibilities even if they hire a third party to monitor some aspects of the plan.
By Ian Kopelman

March/April 2010

Administration
A guide for plan sponsors.
By Phillip G. Chiricotti
Annual Review
PSCA’s “calm the waters” campaign successfully showed the strength of the defined contribution system.
By Kara Clark
President's Page
Setting the record straight.
By David Wray
Survey
Trend toward shorter eligibility period continues.
By Hattie Greenan
Washington Watch
Guidance on the new Form 5500 regulations will help plan administrators navigate the changes.
By Ian Kopelman

Jan/Feb 2010

Communication
A best practice guide for the future.
By Robert A. Benish
President's Page
Supporters of the employer-sponsored defined contribution system will prepare for debate in 2011.
By David Wray
Research
Employer also saw a reduction in employee turnover.
By John Hoffmire and Thomas Harms
Research
2010 will be a year of retirement innovation.
By Edmund F. Murphy III
Survey
Majority of plan sponsors made no changes to matching and non-matching company contributions.
By Hattie Greenan
Washington Watch
A review of the court cases that helped shape the legislative landscape throughout the past year.
By Ian Kopelman