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New regulatory landscape for DC plan disclosures

New disclosures about defined contribution (DC) plan fees and investment expenses would take effect under Labor Department rules proposed in July. This Update outlines the new disclosures and their implications for 401(k) and other DC plan sponsors. (Update, 2 Sep 2008, 1 page) More | Article

Designing effective pension funding policies

Learn ways to better manage pension plan risks, costs and returns at Mercer's Sept. 24 web briefing. The session will cover how to craft a funding policy to meet such goals as lower volatility, less balance-sheet impact or eventual plan termination. (Web Casts, 4 Sep 2008) More | Article

Hard-to-value pension assets get DOL scrutiny

Pension fiduciaries must analyze "hard to value assets" -- like private equity and some hedge funds -- as required for any other plan investment, according to Labor Department officials. Failure to do so could result in a breach of fiduciary duties. (GRIST, 28 Aug 2008, 3 pages) More  | Article 


From Mercer

Global governance in challenging times

To help multinationals reduce the risks that mismanaged retirement plans can pose, Mercer's Oct. 9 web briefing will offer tips for ensuring sound governance. This session will describe three key elements of any global plan governance framework. (Web Casts, 4 Sep 2008) More | Article

DOL and SEC share info on retirement investments

The Department of Labor and the Securities and Exchange Commission have signed an agreement establishing a process to share information to "protect the $5.8 trillion in retirement assets of American workers," according to DOL. (Select News, 27 Aug 2008) More  

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Library

The housing bubble and retirement security

The recent collapse of the housing market will affect the retirement security of an estimated 30 percent of older households, reports this white paper. (Center for Retirement Research, 4 Sep 2008, 39 pages) More  | Article 

PBGC's portfolio -- Betting against a bailout

In this article, Pension Benefit Guaranty Corporation (PBGC) Director Charles Millard defends the decision to shift some of PBGC's portfolio assets from bonds to stocks. PBGC forecasts annual returns of 7.7%, versus 5.7% under the old portfolio mix. (Institutional Investor, 4 Sep 2008, 5 pages) More  | Article 

An analysis of the new Roth 401(k)/403(b) plans

Although Roth plans run counter to the concept of tax deferral, the advantages of Roth 401(k) and Roth 403(b) plans outweigh such concerns, this detailed article explains. (The Tax Adviser, 3 Sep 2008, 8 pages) More  | Article 

Work options for older Americans

Benefit policies must change to reflect the increase in older working Americans, this article says. Citing related research, it reviews current policies affecting the aging workforce and recommends changes. (Benefits Quarterly, 2 Sep 2008, 7 pages) More  | Article 

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