The Weekly Exchange from 401kExchange

NEWSLETTER ARCHIVE

August 27, 2008
August 20, 2008
August 13, 2008
August 8, 2008
July 30, 2008
July 23, 2008
July 16, 2008
July 9, 2008
July 2, 2008
June 25, 2008
June 18, 2008
June 11, 2008
June 4, 2008
May 28, 2008
May 21, 2008
May 14, 2008
May 7, 2008
April 30, 2008
April 23, 2008
April 16, 2008
April 9, 2008
April 2, 2008
March 26, 2008
March 19, 2008
March 12, 2008
March 5, 2008
February 27, 2008
February 20, 2008
February 13, 2008
February 6, 2008
January 30, 2008
January 23, 2008
January 16, 2008
January 9, 2008
January 2, 2008

401kExchange Welcomes ING to the Weekly Exchange
2008 Mid-Year Ratings of Micro Market Providers
401kExchange Small Market 2008 Mid-Year Provider Ratings Drop
July Opportunity Index Continues Slide from Peak in 2005
2008 Mid-Year Ratings of Mid-Market Providers
Active 401(k) Sponsors More Satisfied with Service in 2008
Changes to Wholesaling Retirement Plans Needed
401kExchange 2008 Opportunity Index Continues to Fall in June
Happy 4th of July
Interview with Jim Davey from The Hartford
Regulating Qualified Plan Advisor
DCP Crosses the Final Frontier: Verified Participant Satisfaction Ratings
April 2008 401kExchange Opportunity Index Continues Slide
The Growing Importance of TPAs
Incenting Advisors to Consolidate their Broker of Record Plans
How Do Sponsors Rate their Advisors?
Opportunity Index Forbearer of More Consolidation in the 401(k) Market
The Accidental DC Market
Shifting Market Trends; Shifting Sales Strategies
401(k) Services Becoming More Commoditized
March 2008 401kExchange Opportunity Index Lowest in Over Nine Years
Factors Causing Hyper Change in the Retirement Market
Uncertain Times - Big Opportunities
Buying Out Blind Squirrels
Opportunity Index Continues Slide in February
2007 Market Share Shows Signs of Consolidation
Recent Supreme Court Decision Could Change Everything
2007 Micro Market Top Rated Remains Stable
New Providers Dominate Top Rated Small Market List
Opportunity Index Starts Out Slowly in 2008
2007 Mid-Market Provider Ratings
Selecting Provider Partners
DCP Institute in the News
2007 Opportunity Index Ends with a Whimper
2008 Musings

SPONSOR DIRECTORY

Alphabetical Listing (click to view articles by provider):
AIG SunAmerica & Polaris 401(k) Columbia Management DailyAccess Diversified Fidelity John Hancock JPMorgan MassMutual PacificLife	Pentegra Prudential RolloverSystems RSM McGladrey Seligman Symetra Transamerica Trusource
The New Profit Sharing Allocation Plans Good News About Automatic Enrollment! Fiduciary Responsibilities In 401(k) Plans Small Business Retirement Plans Profile The Roth 401(k) Why Choose a Safe Harbor 401(k) Option?
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Implications of the LaRue Vs. DeWolff, Boberg & Associates, Inc. Litigation Laying It on the Line — How New Disclosure Rules Will Affect Financial Advisors
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Protecting Your Retirement Plan Business Acquiring Retirement Plan Business by Partnering Profile Retaining Retirement Plan Clients Through Partnering
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Pension Protection Act of 2006 Continues to Drive Changes The Impact of New Regulations on 403(b) Plans Two Industry Surveys Highlight Impact of Pension Protection Act of 2006 on Retirement Plans Investment Policy Statements Can Guide Plan Sponsors Designing Successful Retirement Plans for Manufacturing Companies Profile Investing in Inflation-Protected Securities Mid-Cap Stocks: An Option for a Well-Diversified Portfolio Managing Surplus Volatility in Defined Benefit Plans through Liability-Driven Investing Implementing Automatic Services Leads Plan Sponsors’ List of Anticipated Changes in the New Year Profile Manufacturing Companies Lead the Way in Defined Contribution Plan Design The Value of an Investment Policy Statement
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Design, Educate, Measure Profile Focusing on What Matters in 401(k) – Plan Performance Hold On To The Assets You Worked So Hard To Get Focusing on What Matters in 401(k) – Plan Performance Retirement Income Planning: Changes, Challenges & Opportunities Retirement Education in the Workplace
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Profile Hitting the Mark: the Multi-Manager Advantage in Asset Allocation Funds Balancing Growth and Risk of Emerging Markets in a 401(K) Hitting the Mark: the Multi-Manager Advantage in Asset Allocation Funds
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Profile The Cost of Assumptions
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MassMutual Presents: Growing Your Business Post PPA Part I in a series on the implications of the Pension Protection Act MassMutual Presents: Growing Your Business Post PPA Part II in a series on the implications of the Pension Protection Act MassMutual Presents: Growing Your Business Post PPA Part III in a series on the implications of the Pension Protection Act MassMutual Presents: Growing Your Business Post PPA Part IV in a series on the implications of the Pension Protection Act MassMutual Presents: Growing Your Business Post PPA Part V in a series on the implications of the Pension Protection Act The Advisor Toolkit…Developing a Business Plan The Advisor Toolkit…Creating a Powerful Value Proposition Statement Maximizing Retirement Plan Effectiveness – Ten Things for Fiduciaries to Consider Long-Awaited Final 403(b) Regulations The Science of Saving Best Practices in Employee Campaigns: Helping Them Get There Sales Tips from MassMutual
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Profile
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Fees, Education, Asset Allocation—Advisors Shouldn’t Overlook Low-Cost Solution Profile Increase Your Value to Plan Sponsors—Deliver a Fund Lineup Based on the Right Building Blocks
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Pension Protection Act (PPA)--Opportunity to Enhance Retirement Security for Participants Older Workers Wholeheartedly Endorse Pension Protection Act Baby Boomers Are Redefining Retirement Income Solutions Profile
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Terminated Employees Can Be Toxic to the Health of Your Plan
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Plan Design Ideas Help Owners and Executives Save More for Retirement Do your clients' qualified retirement plans follow the rules? How to Help Your Clients Properly Terminate an Employee Retirement Plan Fee Transparency – Meeting the needs of your clients Using an ESOP as a Succession Planning Tool Important Deadline for 403(b) Plan Sponsor Clients Spread The Word – A Key 409a Deadline Is Fast Approaching
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The PPA: Redefining Risk for Millions of Americans - Part 1 Profile The PPA: Helping Plan Sponsors Select a Prudent Default Option Participant Alpha: A Strategic Approach to Superior Performance How to Harvest Your Harvesters: The Single Most Important Question You Can Ask a Retired Client Risk Redefined for Retirement Plan Participants How to Choose a Target Date Fund
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New 403(b) Regulations: More Transparency, More Involvement Profile Making Transparency a Reality Five Trends to Emerge from a Messy Market In Tough Times, Participants Eye Their 401(k)s Start Looking for Year-End Conversion Business Now
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A Checklist for Plan Sponsors Fiduciary Focus: Prohibited Transaction Discussion Evaluating Your Client's Plan Selling Retirement Plans Made Easy! Lukewarm Prospect? Here’s How to Bring on the Heat How to Keep Your Income Flowing Throughout Your Retirement The Difficulties of Financial Hardship Withdrawals Auto (Enrollment) Focus The Pension Protection Act Profile 2008: A Year of Change
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Communicating Value Distinguished by Disclosing Distinguished by Disclosing – Part II Everyone Says They Have It, But Do You Get It? Understanding Open Investment Architecture
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