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Great Outcomes: A Newsletter for Retirement Plan Sponsors - December 2012

 December 1 2012
Season’s greetings to all. With the election behind us, we thought we would have at least some certainty about the direction the “new” Administration will take us. As we go to press, we are not so sure due to the looming “fiscal cliff”, which is still creating confusion. Until it’s resolved, we won’t know how much in taxes we’ll be paying or how m...

Great Outcomes: A Newsletter for Retirement Plan Sponsors - October 2012

 October 1 2012
With the accelerating fade-out of defined benefit pensions, Baby Boomers looking for certain, future income streams are discovering something called “longevity” insurance. Longevity insurance is an annuity contract designed to pay to the policyholder a benefit if they live to a pre-established future age. Anne Tergesen reported the trend in the Wall Street Journal and explained, &ldq...

Great Outcomes: A Newsletter for Retirement Plan Sponsors - August 2012

 August 1 2012
Coming soon to a conference room near you, if it hasn’t already, a meeting with a financial advisor that will bring you sharply up to date on the matter of fees for retirement plans.

Great Outcomes: A Newsletter for Retirement Plan Sponsors - June 2012

 June 1 2012
$450,000 Per Participant/The Value of an Independent Fiduciary Pretty tantalizing come-on, wouldn’t you say? Let’s see if it holds up . . . It so happens that the above headline is the title for a short paper recently published by Joshua P. Itzoe, principal of Greenspring Wealth Management in Towson, MD, (an investment advisory and Independent Fiduciary) and Matthew D. Hutcheon, Pen...

Great Outcomes: A Newsletter for Retirement Plan Sponsors - April 2012

 April 1 2012
We have talked about this topic before, but a recent CNNMoney report by Blake Ellis, based on a survey by the Employee Benefit Retirement Institute (EBRI), frames it rather frighteningly . . . then offers a modicum of comfort by suggesting what to do about it.

Great Outcomes: A Newsletter for Retirement Plan Sponsors - February 2012

 February 1 2012
Have you called up 401khelpcenter.com (www.401khelpcenter.com) lately? You really should, because the site is there for people like you, chock full of information about every aspect of retirement planning from the perspectives of all interested parties.

Great Outcomes: A Newsletter for Retirement Plan Sponsors - December 2011

 December 1 2011
It is important to remember per-participant fee disclosure for 401(k) plans goes into effect in 2012. As that occurs, plan sponsors will find themselves under increased pressure to either reduce fees or justify higher expenses.

Great Outcomes: A Newsletter for Retirement Plan Sponsors - October 2011

 October 1 2011
Plan sponsors look for recommendations from financial advisors and ease of doing business as reasons for selecting a provider, says Linda York, senior product director and author of Retirement Planscape 2011 by Cogent Research. In an article by Karen DeMasters in the August 17, 2011 issue of Financial Advisor Magazine, York says fiduciary services rate low on plan sponsors’ list of things...

Great Outcomes: A Newsletter for Retirement Plan Sponsors - August 2011

 August 1 2011
Note to Plan Sponsors: Do you know how much you’ll need in retirement? Do your employees? Whatever that “number” might be, research suggests that you, and they, will have a better chance of achieving it if it is well defined.

Great Outcomes: A Newsletter for Retirement Plan Sponsors - June 2011

 June 1 2011
Speaking of the need for employer response . . . here’s an excellent example of responding to an outdated benefit scenario: A local parts and service supplier came to us for a 401(k) review and a desire to increase plan enrollment. With about 90 employees, and locations in Cincinnati, Dayton and Columbus, the company had $4.5 million in plan assets. It is family owned, now run by the th...
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