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| Foreword | |
| Introduction | |
| Acknowledgments | |
| DC Plan Evolution and Design Trends | |
| DC Plans in the American Retirement System | |
| Evolution of DB and DC Plans | |
| Making the Move from a DB Plan to a DC Plan | |
| How Do We Measure DC Plan Success? | |
| What Is a Qualified Default Investment Alternative? | |
| Is Automatic Enrollment Enough? | |
| Auto-Escalation: How Much Is Enough? | |
| How Much Should We Save to Beat Inflation? | |
| Preparing for Retirement in an Economic Downturn | |
| What the Future May Hold for DC Plans | |
| In Closing | |
| Evolving DC Plan Design | |
| Investment Structure of Defined Contribution Plans | |
| Future of DC Plan Investment Design | |
| Tier I: Qualified Default Investment Alternatives-Asset-Allocation Strategies | |
| Tier II: Core Investment Offerings in DC Plans | |
| Tier III: Brokerage or Mutual Fund Window | |
| Tier IV: Passive Investment Strategies? | |
| Evolving Structures and Alternative Investment Strategies | |
| Bringing It All Together: DC Investment Structure and Guarantees | |
| In Closing | |
| Target-Date Strategies: Packaged versus Custom | |
| Why Plan Sponsors Create Custom Target Retirement-Date Strategies | |
| Intel: Building Is Better than Buying | |
| Verizon: Well Worth the Effort | |
| In Closing | |
| Development of Custom Target-Date Retirement Strategies | |
| Legal and Fiduciary Considerations | |
| Common Legal Questions Regarding DC Plans | |
| Investment Policy Statements and Governance | |
| Target-Date Strategies on the Hot Seat | |
| What May Lie Ahead in Legislation of Target Strategies | |
| In Closing | |
| Record Keeping and Trust | |
| Two Basic Approaches to Setting Up Record Keeping | |
| Custom Target Strategies Lead to New Record-Keeping Approaches | |
| Pros and Cons of Alternative Operational Approaches | |
| Questions to Pose to Your Record Keeper | |
| Key Considerations to Determine Which Approach to Choose | |
| Establishing and Maintaining Operations | |
| Conversion of Target Risk to Target Date | |
| Fee Allocations and Disclosures | |
| Rebalancing the Target-Date Strategies | |
| Deluxe Corporation: Seamless Operational Setup and Rollout Communication | |
| How Record Keepers and Trustees Support Operations | |
| In Closing | |
| Communication Challenges and How to Meet Them | |
| Common Myths Surrounding Custom Target-Strategy Communication | |
| Communicating the Benefits of Target-Date Strategies | |
| Communication: Strategies to Keep It Simple | |
| Communication Tools | |
| Helping Plan Participants to Visualize Their Postretirement Future | |
| Communications and the Switch to DC Custom Strategies | |
| Communication Challenges during an Economic Downturn | |
| In Closing | |
| Evaluating Costs in Custom Strategies | |
| Why Costs Matter | |
| Have You Calculated and Reduced Total Plan Cost? | |
| Keeping Fees Reasonable | |
| Unbundling Can Keep Down Costs | |
| Custom Strategies and the Value of Unitizing | |
| Experts Discuss Fee Transparency | |
| ERISA Section 404(c) and Fee Disclosure | |
| Costs of Implementing and Running Custom Target Strategies | |
| In Closing | |
| Designing and Benchmarking Custom Target-Date Strategies | |
| Glide-Path Design | |
| An Academic Look at Creating Optimal Asset-Allocation Strategies | |
| A Practitioner's Look at Creating Optimal Asset-Allocation Strategies | |
| DC Plan Success Requires a New Approach | |
| Evaluating the Probability of Meeting DC Retirement-Income Goals | |
| Evaluating Risk-Factor Exposures in Target-Date Glide Paths | |
| Plan Sponsor Approaches to Custom Target-Date Strategies | |
| In Closing | |
| Asset Classes and Alternatives | |
| Clearing the Decks: Offering a Brokerage Window to Participants | |
| Typical DC Core Investment Offerings | |
| Simplify, Simplify, Simplify | |
| Simplify yet Diversify | |
| Suggested Core Investment Lineup | |
| Adding Alternatives to Target-Date Strategies | |
| In Closing | |
| Helping Protect DC Assets from Risk | |
| How Do We Experience Risk? | |
| Market Impact on DC Participant Accounts | |
| No Place to Hide | |
| What Are the Main Types of Risk? | |
| Helping Protect DC Participant Assets from Risks | |
| Importance of Tail-Risk Hedging | |
| In Closing | |
| Approaches to Benchmarking | |
| Introduction to Target Date Benchmarking and the Measure of Success | |
| Common Approaches to Benchmarking Target-Date Strategies | |
| Benchmarking Managed Accounts | |
| In Closing | |
| Looking to the Future | |
| Financial Education, Advice, and Retirement Planning | |
| Why Plan Sponsors Provide Education and Advice | |
| Is Advice Needed When a Plan Has Auto-Enrollment and Target-Date Strategies? | |
| Education and Advice Offered by Plan Sponsors | |
| Evolution from Education to Managed Accounts | |
| Comparison of Managed Accounts and Custom Target-Date Strategies | |
| Advice beyond Asset Allocation | |
| Advice beyond Advice Models | |
| What Is Financial Planning? | |
| Financial Planning Process | |
| Financial Planning Fees | |
| In Closing | |
| Retirement Income and Guarantees | |
| Encourage Participants to Stay in the Plan or Go? | |
| In-Plan Guaranteed Income Solutions | |
| Plan Sponsors Exploring Guarantees | |
| Allowing Consolidation of Outside Assets into the Plan | |
| In Closing | |
| Conclusion | |
| Notes | |
| Index | |
| Table of Contents provided by Publisher. All Rights Reserved. |
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