July/August 2010

• Highlights from PSCA’s 2010 403(b) Plan Survey
• In Search of Financial Literacy
• 2010 401(k) Day: Taking You There
• Target-Date Funds Guidance
• Getting the Most from Retirement Education Workshops
• A Plan Sponsor Perspective
• PSCA Expands Defined Contribution Insights
• Regulators Gear Up as Congress Winds Down

 

May/June 2010

• PSCA Signature Awards: Yoga for Defined Contribution Plan Communications
• Trust, But Verify
• Stable Value: Delicate Yet Durable
• 2010: Practice Trends Continue
• Outsourcing Does Not Make a Fiduciary Bullet Proof
• PSCA's 2010 403(b) Plan Survey: A Preview of Results
• Retirement Income Guarantee Products
• The Art of Understanding 401(k) Plan Fees

 

March/April 2010

• Retirement Plan Access
• Navigating the New 403(b) and 457(b) Landscape of Contract Exchanges, Plan-to-Plan Transfers, and Rollovers
• Evaluating Retirement Plan Advisors
• PSCA, Like 401(k), Stays the Course in 2009
• Short Course on the Revised Schedule C
• PSCA's 2009 401(k) and Profit Sharing Plan Eligibility Survey

 

January/February 2010

• Financial Literacy and Retirement Education
• 2010: A Year of Preparation
• Assistance Program for Low-Income Workers Helped Boost Employee Benefit Participation
• Why the 401(k) Will Prevail - and How
• Impact of Economic Conditions on Defined Contribution Plans
• ERISA Litigation Developments in 2009

 

November/December 2009

• Delivering for Every Employee
• PSCA Announces New Board of Directors Members
• Can We Put Our Trust in Defaults?
• Rehiring Former Employees Raises Many Benefits Questions
• Take Advantage of the 2010 Saver's Credit
• PSCA Announces the 2009 Signature Award Winners
• 52nd Annual Survey in Review

 September/October 2009

• The Time Is Now to Gear Up for the New 403(b) 5500 Requirements!
• Making Asset Consolidation Work
• The Search for a Safe Way to Save for Retirement
• Social Security and 401(k)
• Both 403(b) and 401(k) Sponsors Are Adding Target-Date Funds to Their Lineups
• When Can a Plan Pay for Conference Expenses?

 

July/August 2009

• The Next Generation: EFAST2
• 2009 401(k) Day
• Flexibility is Fundamental to a Voluntary System
• How Do Emotions Influence Saving Behavior?
• Target-Date Funds: The Next Generation
• Anti-Alienation Protection Law Continues to Evolve

 May/June 2009

• Fun and Easy Approaches May Not Lead to Successful Retirement
• Look Behind the Curtain
• PSCA: Stepping it up in Challenging Times
• A Shared Benefit: Employer Views on the Value of 401(k) Plans
• How is the Economic Crisis Impacting DC Participants?
• Don't Forget the Basics

March/April 2009

• 403(b) Information Sharing
• PSCA: 2008 Another Successful Year
• Believe in the Future, Believe in America
• A Shared Benefit: Employer Views of the Value of 401(k) Plans
• PSCA's 2008 401(k) and Profit Sharing Plan Eligibility Survey
• Hecker v. Deere Ruling Good News for Plan Fiduciaries

January/February 2009

• IRS Issues Updates to Employee Plans Compliance Resolution System
• Guaranteed Retirement Income: The 401(k) Sponsor's Next Frontier?
• How Can Our Plan Win a PSCA Signature Award?
• A Shared Benefit: Employer Views of the Value of 401(k) Plans
• PSCA Welcomes New Members to the Board of Directors
• 2009 Limits
• Highlights of PSCA's 2008 403(b) Survey
• PSCA's Role in the Defined Contribution System's Success

November/December 2008

• Department of Labor Weighs in on Gifts and Gratuities
• 51st Annual Survey in Review
• How to Successfully Manage a 401(k) Plan Closure
• Defined Contribution Communication - An Opportunity to Market the Company to Employees
• PSCA Announces the 2008 Signature Award Winners
• Here and There

September/October 2008

• PSCA's 2008 403(b) Snapshot Awareness Survey
• Creating Plan Tools That Work For Participants
• Can Your Plan Participants Access Funds Too Soon?
• A Successful Plan Conversion
• American Workers Continue to Stay the Course
• Need Help Communicating Roth 401(k)?
• Retirement Preparating: A Process, Not an Event
• Who's in Control?

July/August 2008

• New Standards, New Scrutiny for 401(k) Plan Audits This Year
• PSCA Creates Exciting New 401(k) Day Campaign
• Defined Contribution Fees: Considerations for Plan Sponsors and Fiduciaries
• The UPS Integrated Retirement Benefits Strategy
• Best-Selling Author to Speak at PSCA’s National Conference
• 401(k) Success
• Qualified Default Investment Arrangements

May/June 2008

• Managing Terminated Employees' Accounts
• Dialing for Dollars
• Expanded Remedies for Fiduciary Breach Claims
• Managing Life and Spending Changes During Retirement
• The Savings Escalator
• Participate in Upcoming PSCA Events
• The Employer Role in Retirement – A PSCA Snapshot
• DOL Clarifies QDIA Regulation

March/April 2008

• 60 Years of Sucess
• PSCA's 2007 Eligibility Mini-Survey
• Supreme Court Rules on Important Case
• Taking Corrective Measures
• Small Plan Formation

January/February 2008

• 401(k) Fees 2007
• DOL-Proposed Rules Require Providers to Disclose Fees
• New IRS Compliance Tool
• Stable Value in Today’s Defined Contribution Plan
• Saver’s Credit 2008: The Time is Now
• Do Financial Literacy and Mistrust Affect 401(k) Participation?
• Averitt Express Successfully Integrates Plan Design with Participant Communications and Education
• Start Planning for the 2008 Signature Awards!

November/December 2007

• Sub-prime and 401(k)
• Another Win for 401(k) Fiduciaries
• 50th Annual Survey in Review
• PSCA and Its Members Are Making the News!
• IRS Announced Pension Plan Limits for 2008
• Plan Sponsors Shine During PSCA’s 2007 Signature Awards
• Saver’s Credit 2008: The Time Is Now
• PSCA President David Wray's New Book Available Soon! 

September/October 2007

• Quality Audits Are Your Fiduciary Responsibility
• Health System Offers Award-Winning Benefits Plan
• PSCA’s 50th Annual Survey of Profit Sharing and 401(k) Plans
• 60 Years of PSCA
• PSCA Board of Directors Member Wins Five Star Award
• PSCA’s Magazine, Defined Contribution Insights, Wins Publication Award
• A Tribute to PSCA and the Individuals Who Made It Successful
• Does Higher Retirement Plan Participation Reduce Employee Turnover?
• Fiduciary Responsibility Comes in Many Forms

 July/August 2007

• How Will the Pension Protection Act of 2006 Impact Participant Education?
• Successfully Integrating a Roth 401(k)
• To Build, or to Buy: That is the Question
• PSCA’s 60 Years of Excellence is Celebrated at National Conference
• Stop! No Legislative Changes for Five Years
• How to Foster Saving and Participation to Pensions: A New Approach
• Abuse and Misuse of Access to Participants

May/June 2007

• DC and DB — The Difference Is Responsibility, Not Risk
• Brokers and Dealers Lose Fiduciary Exemption for Investment Advice
• Enhancing the Approach to Retirement Income
• Ann Combs Joins PSCA Board of Directors
• PSCA Hosts Another Successful Regional Conference
• A Successful Plan Conversion
• The Social Security Administration Offers Beneficial Retirement Planning Program
• Shared Capitalism: It Makes a Difference
• PSCA Unveils Comprehensive Benefits Communication Program

March/April 2007

• Sense of the Senate Is Misleading
• PSCA Implements New Membership Campaign
• Celebrating 60 Years of Best Practices
• Pension Protection Act of 2006 Provides Transaction Exemption
• Roth 401(k) Survey 2007
• PSCA Made Things Happen in 2006!
• Why Do Plan Costs Vary?
• PSCA Implements New Online Event Registration Software

January/February 2007

• 401(k): America’s Retirement System
• PSCA Celebrates Its 60th Anniversary in 2007!
• The Role of the Plan Trustee
• PSCA Announces New Board of Directors Members
• Putting Employees First Through Innovative Education, Plan Design and Investment Solutions
• 401(k) Fees Lawsuits: No Longer a Hypothetical Issue
• PSCA Releases New Eligibility Mini-Survey
• A Fund Monitoring Methodology for Plan Fiduciaries
• PSCA Offers New Benchmarking Service

November/December 2006

• 2006 Is the Year
• For Automatic Enrollment, Congress Got It Right
• 49th Annual Survey in Review
• Do Automatic Rollovers Provide a Leakage Solution?
• Many Plan Participants Seek Investment Advice
• How to Select a Nonqualified Benefit Provider
• Komatsu America Corporation Wins Prestigious Best of Show Award
• It’s Not Too Late to Celebrate: 401(k) Day Web Casts

September/October 2006

• PSCA Succeeds Again
• The Hazards of Beneficiary Designations
• Spotlight on Automatic Enrollment: Special Annual Survey Topic Preview
• Navigating a Plan Audit
• IRS Issues Guidance on Roth 401(k) Distributions, Rollovers, and Plan Amendments
• The Pros and Cons of Target-Date Funds
• PSCA Promotes Message Through Media Involvement

July/August 2006

• Now More Than Ever in America It’s An Employer-Based Solution
• New Relief Under ERISA for Fiduciaries of Participant-Directed Plans
• Do You Know All of Your 401(k) Costs?
• Look Before You Invest
• Martin Tractor Co., Inc. Maximizes Employee’s Retirement Savings Goals
• Is 2001 Data Relevant in 2006?
• How Americans Manage Post-Retirement Needs and Risks
• PSCA Conferences are the Premier Profit Sharing and 401(k) Events

March/April 2006

• Retirement Savings: How Do We Know When We Are Making Progress?
• DOL Clarifies Status of Participants’ Financial Advisors
• Optimizing Your 401(k) Plan
• Spotlight On Lifestyle Funds
• Proposed Regulations Provide Limited Relief Under Section 409A
• Leading the Evolution
• PSCA Issue Briefs Offer In-Depth Analysis and Perspective

January/February 2006

• Speaking Out for Employers
• Conducting a Successful Fee Review
• Plan Investment Guidelines Must Be Disclosed, Says District Court
• FedEx Corporation Retirement Plans Team Is Award-Winning and High-Achieving
• PSCA’s New Eligibility Mini-Survey
• Hurricane Katrina Statutory and Administrative Relief
• PSCA Introduces the “Role of the Employer” Campaign

November/December 2005

• Employee Savings In Defined Contribution Plans
• Default Investment Funds: Some Points to Consider
• Win By Default — the Most Important Investment Option
• 401(k) Plans and Foreign Securities Laws
• PSCA Announces New Board of Directors Members
• PSCA Creates New Editorial Advisory Committee
• PSCA Releases Roth 401(k) Minisurvey 2005
• PSCA Announces Its 2005 Signature Awards Winners
• Get Involved! PSCA Membership Offers Many Professional Growth Opportunities

September/October 2005

• Retirement Annuities: Market-Based Solutions
• Employers are the Difference
• 48th Annual Survey in Review
• Whose Lifestyle, Which Targets?
• Avoiding Benefit Pitfalls During Company Transitions
• McDonald’s Beefs Up 401(k) Plan Design
• Washington Representation

July/August 2005

• Branding Your Plan
• Coming Soon to 401(k) Plans for a Limited Time…The New Roth 401(k)
• Defined Contribution Plans Affect Employee Behavior
• Branding Your Plan
• The SEC Issues New Mutual Fund Redemption Fee Rule
• A (Company) Match Made in Heaven
• Recent Guidance on Selecting and Monitoring Service Providers
• Benchmarking — Annual Survey of Profit Sharing and 401(k) Plans

May/June 2005

• New Insights Into What Is Known About Retirement Planning
• Focus on Fiduciary Responsibility
• Participant Account Statements: PSCA Releases New Study
• PSCA Made New Bankruptcy Protection Happen
• Is Your 401(k) Day OK? Avaya’s Is!
• The Dynamic, Non-Qualified System
• 401(k) Day Participant Web cast — 401(k): A Plan That Pays
• Picking an Advisor

March/April 2005

• Missing Participants and the Internet
• Responding to a Mobile, Multinational Workforce
• Leading the Evolution: PSCA's 2004 Successes
• Class Action and the 404(c) Defense
• Ian Kopelman Appointed PSCA Legal Counsel
• Rick Menson Named to PSCA Board of Directors
• Analyzing QDRO Fees: A New PSCA Study
• Putting the Cart Before the Horse
• Establishing Retirement Security for All

January/February 2005

• PSCA Expands Member Benefits by Updating and Improving the Bimonthly Magazine
• Expanding Rights for Participants with Military Service
• Personalizing Data to Maximize Participant Attention
• Trend Toward Increasing Eligibility
• Over the Top Success with Integrated Plan Strategies
• New Web-based Long Distance Learning

November/December 2004

• Fee disclosure
• New members welcomed to Board of Directors
• Costs expected to rise
• Steering a steady course
• Growing risk of exposure
• Competitive intelligence: learn from the best
• 47th Annual Survey review

September/October 2004

• Structure to results
• Top ten mistakes
• The complexities of benefit consolidation
• 2004 Signature Awards winners announced
• 47th Annual Survey in review

July/August 2004

• Making tomorrow different from today
• Empowerment and paternalism
• Paying for health care during retirement
• A matter of focus
• Dealing with missing participants
• Reacting to market-timing abuse
• Investment policy statements, investment options, and fiduciary monitoring

May/June 2004

• Behavior-based education
• The retirement ready trifecta
• Life-defining decisions
• Managing a 401(k) plan provider merger
• Shutting down empowerment
• Offering assurance to fiduciaries

March/April 2004

• Fiduciary responsibilities - Analysis of plan fees and expenses
• Impact of same-sex marriages on qualified plans and employee benefits
• 2003: Making a difference for companies, for participants, and in Washington
• Profit sharing in the United States
• Written investment policy statement: Yes or no?

January/February 2004

• Focusing on performance of individual investments can be counterproductive
• Monitoring potential liability
• PSCA representatives attend ProShare Awards Banquet in England
• PSCA staff: Who is working for you in 2001
• PSCA eligibility minisurvey released
• Ethical behavior an obligation, not a regulation
• European Union developments

November/December 2003

• A successful manager's guide to creating a personalized education plan
• Retirement readiness
• IRS issues proposed regulations under Code sections 401(k) and 401(m)
• A prudent fiduciary response to the mutual fund trading scandals
• Addressing member concerns
• Lifestyle funds in profit-sharing and 401(k) plans
• 2004 Annual Benefit Limits
• New board members elected

September/October 2003

• Administration proposals for economic recovery and to help Americans prepare adequately for retirement
• Simplified voluntary correction program updates
• Optional benefit forms could be eliminated under new IRS proposal
• Between the ant and the grasshopper...
• PSCA releases 46th Annual Survey of Profit Sharing and 401(k) Plans
• PSCA Signature Awards 2003: A showcase for excellence
• The Long Haul

July/August 2003

• Department of Labor Announcement FAB 2003-3
• It's not coverage - it's participation
• Projected retirement adequacy of workers age 50 to 61
• Managed accounts: A comprehensive retirement solution case study
• Spotlight on Royal Sonesta
• 46th Annual Survey of Profit Sharing and 401(k) Plans

May/June 2003

• LSAs and RSAs very much alive
• PSCA in the news
• Conflicts on interest in representing ERISA fiduciaries and plan sponsors in litigation
• Legal issues to consider with respect to service provider agreements
• What we need to do to help employees be retirement-ready
• Interactive educational games available in English and Spanish

March/April 2003

• E(k)onomics-401
• PSCA 2002 Annual Review
• The real story
• Bane or boon for plan sponsors?
• Focus on excellence
• Annual survey

January/February 2003

• The great pension reform paradox
• Impact of Sarbanes-Oxley Act
• Know what you are getting
• IRS guidance issued
• DC Plans
• Administration offers new proposals
• Taxation of Social Security benefits gains importance under Bush proposals
• PSCA releases eligibility mini-survey

November/December 2002

• PSCA Signature Awards 2002: A showcase for excellence
• PWBA aims to increase participation in profit sharing plans
• EGTRRA credits enhance savings from salary reductions
• Let's get the message out!
• PSCA welcomes newly elected Board members
• Global demand for profit sharing best practices increases dramatically
• A look at participation data for various industries

September/October 2002

• Compliance is a fiduciary duty, too
• A primer on ERISA fiduciary responsibilities
• PSCA's 45th Annual Survey
• Redefining the industry
• Dealing with a changing workforce
• The 401(k) secret weapon
• PSCA members celebrate 401(k) Day

July/August 2002

• Voluntary Fiduciary Correction Program Finalized
• The EGTRRA tip 10 list
• Answering employee questions about company stock
• Q&A explains fiduciary responsibility to employees
• Recent domestic relations order cases could frustrate plan administrators
• Time to put profit sharing back in plans?
• DC system still on the rise
• Advocate offers guide to 401(k) investing
• PSCA represented before the House
• Former PSRF chairman honored

May/June 2002

• Measuring performance and cost
• Reinventing stable value
• The American economy
• Unpushing the panic button
• Recent media success
• 2002 SAVER Summit
• Snapshot survey
• Spotlight on Peter Kiewit Sons', Inc.
• Wray appointed to ERISA Advisory Council
• PSCA attends SAVER Summit
• Wray writes 401(k) book
• PSCA represented before the House

March/April 2002

• Blackout periods in a post-Enron world
• The Enron ripple effect
• The next generation of technology solutions
• An evolved solution
• PSCA eligibility mini-survey
• PSCA 2001 Annual Report

January/February 2002

• Managing the transition
• State income tax statutes could frustrate retirement plan sponsors
• Update: IRS determination letters for "GUST" restatements
• Survey focuses on members' investment advice policies
• A decade of loans
• Addressing member concerns

November/December 2001

• Act results in important changes
• PSCA’s 44th annual survey
• Think lump sum
• Data privacy directive

September/October 2001

• Knowing when to make a deposit
• An "efficient frontier"
• The need for a more realistic tax expenditure figure
• Regulations effective in 2002
• New PSCA data on plan education
• Spotlight on Cummins Inc.
• Addressing member concerns

July/August 2001

• What fiduciaries need to know
• Addressing participant concerns
• Gaining an edge
• Time to rename!
• New system implemented
• HR 1836 increases pension portability
• Spotlight on Isco Inc.
• Addressing member concerns

May/June 2001

• Fiduciary, you're "It!"
• Agency facing manpower shortages
• Keep retirees in the plan
• Automatic Enrollment 2001 study released
• Battling 415 restrictions
• Addressing member concerns

March/April 2001

• Avoiding unqualified consultants
• Trying times require a tailored approach
• How 401(k) became a success
• Why join ... why participate... why not?
• Ten-year analysis
• Addressing member concerns

January/February 2001

• Best practices worldwide
• Technology challenges
• Analyzing the options
• Enhancing plan efficiency
• Trends and practices in today’s plans
• Addressing member concerns
• PSCA welcomes Connie Mullis

November/December 2000

• Final and proposed regulations offered
• From survival to success
• DOL issues clarification
• Revisiting 401(k) core issues
• In the Evolving Employment Environment, How Can We Create Value for Employers and Employees?
• Trends and practices in today's plans
• Focus on excellence
• Addressing member concerns