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Library for Plan Sponsors and Employers
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Date Posted
Article Title
5/14/2012
Enhancing Retirement Readiness
A Retirement Advisor Council panel of six experts weighs in on the key variables that impact retirement readiness.
5/7/2012
10 Things Plan Fiduciaries Should Avoid
With retirement plan-related litigation at an all time high, this article provides a snapshop of 10 things that can get a plan fiduciary in hot water ... avoid these pitfalls.
5/7/2012
Failure of Fiduciaries - Litigation Review
A synopsis of recent ligigation highlighting the importance of knowing and understanding your role as a plan fiduciary and the implications of failing to fulfill you responsibiities in this regard.
5/7/2012
The Value of a Good TPA
This article looks at the importance of using a TPA that has the skill and expertise to "cover all the bases" when it comes to the administration of a retirement plan.
11/18/2011
What ‘Fee Disclosure’ Rules Really Mean for Plan Sponsors
The new 2012 DOL "fee disclosure" regulations will significantly impact the Fiduciary role of a Plan Sponsors. Here's how...
11/14/2011
Review of 2012 DOL Regulations on Fee Disclosure
A comprehensive review of the impact of the new 2012 Department of Labor Fee Disclosure Regulations on Plan Sponsors.
9/8/2011
Longevity Poses Retirement Challenges
Plan Sponsors are the primary educators when it comes to employees understanding how and why to save for retirement.
7/1/2011
Retirement Plan Fees - Less is Not Always More
During the selection of a competent plan provider, fees should be a consideration but as long as they are reasonable, there are more meaningful measures of whether you are exercising prudence as a plan fiduciary.
6/14/2011
5 Characteristics of a Good Retirement Plan
This article is preaching to the NestEggs choir, but it is a valuable outline of the components that make for a good retirement plan that serves the best interests of both the plan sponsor and participants.
1/29/2010
ROTH CONVERSIONS IN 2010
Beginning with 2010, income limitations that previously precluded high-income individuals from converting their traditional to ROTH IRAs have been lifted. This creates interesting planning opportunities!
3/31/2008
Understanding Retirement Plan Fees
Many Retirement Plan Sponsors take an "out of sight, out of mind" view toward hidden fees in their retirement plans. But the Department of Labor is aggressively pursuing arrangements with hidden fees ...
2/18/2008
Advice From One of the Most Successful Investors
David Swenson has consistently delivered the highest returns among college endowments. His philosophy forms a large part of NestEggs' profiles. If you want can, buy and read his excellent book, "Unconventional Success."
2/12/2008
Cash Balance Plans
Cash Balance Plans represent a relatively new type of retirement plan that can enable very large tax deductible contributions. As such, they have become very popular with 'Baby Boomer' entrepreneurs, many of whom are approaching retirement age with too little saved to enjoy financially secure 'Golden Years.'