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Defined Contribution & Savings Plan alert

Published by: Euromoney Institutional Investor PLC

Published: Jan. 12, 2009


Table of Contents


Please Note: Due to the brevity and/or nature of the content posted, there is no table of contents available for this report.

Abstract

Defined Contribution & Savings Plan Alert is a weekly newsletter that delivers exclusive intelligence on tax advantaged retirement, health care and college savings accounts. This publication is devoted to breaking news and reporting on industry trends before they appear anywhere else.

The key players in the defined contribution mutual fund sectors, including portfolio managers, mutual fund marketers and distributors, and plan sponsors look to Defined Contribution & Savings Plan Alert as the industry leader for breaking news on the 401(k), 401(a), 457, 403(b), 529 and HSA plan markets as well as how fund companies penetrate certain channels - whether that means pricing funds in a particularly attractive way, developing innovative products or advertising them to build brand equity

Typical stories include money manager or recordkeeper changes, asset reallocations, legislative developments, educational initiatives, and personnel shake-ups at top firms. Coverage also includes strategies of top players and up-and-coming firms such as the launch of new products - to include internet and traditional offerings, firm and plan restructuring, and fee changes.

Each issue is packed with potential, current and completed search leads for plans looking to switch managers. Our reporters also consistently track the winners of searches as well as the "why" behind the decisions

- taking our sales and marketing readers inside the heads of decision makers at public, corporate and private plans.

Features include:
  • Defined Contribution Search Directory - Comprehensive search-and-hire activity for plans of all sizes.
  • Sponsor Forum - A question is posed to plan sponsors giving readers a clear look at the thinking of specific plan administrators whose on-the-record answers are printed in an easy-to-use format.
  • Trendlines - an in-depth look at a specific aspect of the market focusing on what plan sponsors want or what fund companies are doing.


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