| Plan Sponsor Outlook -
Discussed level of confidence workers have regarding their retirement
stability; Usage of Target Date Funds; Plan Sponsor Questions; Quarterly
Calendar |
3rd Quarter 2010 |
| Plan Sponsor Outlook -
Discusses Plan Sponsor Priorities for 2010; Target Date Funds; Final
Safe Harbor Rules for Small Plans; Various Question Commonly Asked by
Plan Sponsors; Quarterly Calendar |
2nd Quarter 2010 |
| Plan Sponsor Outlook - Discusses
Plan Participation Increase; Participant Cash Out; Decrease in
Retirement Preparedness; Sponsor Questions; Quarterly
Calendar |
1st Quarter 2010 |
| Plan Sponsor Outlook - Discusses
Reduction or Suspension of Safe Harbor Contributions;
Participant Investment Choice Decisions; Disparity in 401(k) Savings
behavior among racial and ethnic groups; Sponsor Questions; Quarterly Calendar |
4th Quarter 2009 |
| Plan Sponsor Outlook - Discusses
workers lack of confidence in retirement plans; 401(k) Myths;
Rollovers; Sponsor Questions; Quarterly Calendar |
3rd
Quarter 2009 |
| Plan Sponsor Outlook - Discusses Immediate
Eligibility; Loans and Withdrawals; Sponsor Questions; Quarterly
Calendar |
2nd
Quarter 2009 |
| Plan Sponsor Outlook - Discusses Participant
Contributions and Automatic Enrollment; Attitudes and Deferrals; Sponsor Questions; Quarterly Calendar |
1st
Quarter 2009 |
| Plan Sponsor Outlook - Discusses Easier Routes to
Participation; HEART Act; Providing Investment Advice for employees; Quarterly Calendar |
4th
Quarter 2008 |
| Plan Sponsor Outlook - Discusses Qualified Default
Investment Alternative rules; 401(k) Plan communication ideas;
Investment decision making; Quarterly Calendar |
3rd Quarter
2008 |
| Plan Sponsor Outlook - Discusses Financial Literacy
and its Affect on Participation; Auto Enrollment; select ERISA
provisions; Early eligibility; Quarterly Calendar |
2nd Quarter
2008 |
| Plan Sponsor Outlook
- Discusses Qualified Default
Investment Alternatives; Finding and fixing mistakes; Automatic
Contributions; Fiduciary Advisors; Quarterly Calendar |
1st Quarter 2008 |