OCIO Selection Case Study
The sponsor of a $1 billion defined benefit plan and $1.5 billion defined contribution plan wanted to learn more about Outsourced Chief Investment Officer (OCIO) services. Both plans were in…
OCIO Performance Results
The evolution of the Outsourced Chief Investment officer (OCIO) has entered a new stage – a focus on results. The initial stages (producing savings on total direct costs, relieving administrative…
Benefits Administration Guide
A client concluded a lengthy implementation, which brought together excellent subject matter experts and transferred huge amounts of requirements/knowledge to the new provider. After seeing the positive results of user…
Total Benefits Outsourcing Case Study
A large multinational energy company (“Company”) decided to conduct a search for benefits administration including Health & Welfare (H&W), Pension, and Defined Contribution (DC). Company had a long-standing relationship with…
Managed Account Fiduciary Checklist
Several class action lawsuits have been filed related to managed account programs on behalf of 401(k) participants. While the courts have dismissed these lawsuits, the issues raise serious questions for…
Governance Framework Case Study
An organization with substantial retirement and operating assets and relatively tight internal investment team appointed a new Chief Investment Officer. The CIO wanted to develop and implement a novel co-sourcing…
Influencing Retirement Saving Using Social Media
Saving for retirement is a good financial habit to learn in those early employment years. Many published studies and white papers point to the need for broad-based financial education, targeted…
Managed Account Fiduciary Case Study
Looking to improve the overall employee benefits offering, the sponsor of approximately $10 billion defined contribution plan began offering managed accounts. Since they managed account provided participants investment advice, the…
Unexpected 401(k) Plan Costs – Get What You Pay for
Employer 401(k) fees Maintaining a 401(k) plan can be an expensive proposition: fees for recordkeeping, administration, and related services can run into the millions of dollars per year. Consequently, in-house…
Benefits Provider Search or Renewal
Should you search for a new benefits administration provider or renew your contract with your existing provider? That’s a key question our benefits administration clients face every day. If you’ve been with…