Retirement Plan Management

While employer-sponsored retirement plans empower the employee to make their own investment decisions, the treasury manager still as a fiduciary responsibility to educate employees so that they might achieve retirement security. Below is a list of resources that treasury managers could find useful in helping to fulfill this responsibility.

Mid-Sized Retirement & Healthcare Plan Management Conferences
This annual series of four highly regarded programs focuses specifically on issues critical to managing employer-provided retirement and healthcare benefits, including legal and fiduciary issues, plan design innovations, employee communication & engagement, and real-world cost savings strategies. Whether you’re looking to break ground with a new plan or raise your existing plan to new heights, the Mid-Sized Retirement & Healthcare Plan Management Conferences provide you with a blueprint and the tools to construct a sound, stable retirement program for your employees.

The 401(k) Wire (an Electronic Newsletter)
The 401(k) Wire, a subscription only service, is an on-line information service for professionals in the defined contribution market.

The 401k Averages Book
The 401k Averages Book is a non-biased source for comparative 401(k) average cost and service information. It is designed to help identify the appropriate benchmarks and compare investment, record keeping, loan, trustee and total plan costs.

PLANSPONSOR is an information and solutions resource for retirement benefits decision makers who need to stay informed about crucial issues and important new innovative solutions in the retirement arena.

Pensions & Investments
Pensions & Investments delivers critical financial news to executives responsible for the investment of large institutional assets such as pension funds, endowments and foundations, reaching top corporate executives and government leaders, pension fund managers, investment advisers, consultants, and financial institutions.

Investment Company Institute
The Investment Company Institute (ICI) is the national association of U.S. investment companies, including mutual funds, closed-end funds, exchange-traded funds, and unit investment trusts. Membership in ICI is available to any SEC-registered investment company (open-end, closed-end, and exchange-traded funds), its investment adviser, principal underwriter, and fund directors.

Plan Sponsor Council of America
The Plan Sponsor Council of America is a non-profit trade association supporting employer-sponsored retirement plans and is dedicated to serving the evolving needs of Defined Contribution plan sponsors who seek an unbiased source of industry information, education programs, and regulatory updates. PSCA membership provides benefits that enable plan sponsors to leverage best practices in compliance, communications, administration, and plan design.

Council of Institutional Investors
The Council of Institutional Investors is a nonprofit, nonpartisan association of pension funds, other employee benefit funds, endowments and foundations. CII is a leading voice for effective corporate governance, strong shareowner rights and vibrant, transparent and fair capital markets. Its objectives are to encourage member funds, as major shareholders, to take an active role in protecting plan assets and to help members increase their return on investment as part of their fiduciary obligations.