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Executive Summaries for 2009

1st Quarter | 2nd Quarter | 3rd Quarter | 4th Quarter

1st Quarter 2009

Taking Aim at Benchmarking and Evaluating Target Date Funds
by Ivan Cliff and Lori Lucas, Callan Associates
Who Is Likely to Opt Out of an Automatic Enrolment Plan? Who Is Likely to Stay in? A Study of 401(k) Participation Choices
by Leslie A. Muller, Economist, Kenneth R. Elliott, U.S. Bureau of Labor Statistics and James H. Moore Jr., New Jersey Department of Labor and Workforce Development

2nd Quarter 2009

Where Is Everyone? The Rise of Workplace Flexibility
by Carol Sladek, Hewitt Associates and Ellie Hollander, AARP
Replicating the Guaranteed Income of DB Plans in a DC World
by Melissa Kahn and Roberta Rafaloff, MetLife
12 Important Things Employers Should Be Doing With Severance Programs in Light of the Current Economy
by Robert B. Jones, CEBS, Innovative Compensation and Benefits Concepts

3rd Quarter 2009

Financial Literacy and the Challenges of the Postretirement Period
by Anna Rappaport, Anna Rappaport Consulting and Steven Siegel, Society of Actuaries
"Take 5"— Tiffany and Company's Take on Financial Wellness
by Diane Leary, Buck Consultants, an ACS company
Benefits Literacy, Bugs Bunny and Bridge
by John Moses and Barbara Hogg, Hewitt Associates
Employee Financial Literacy: One Seasoned Perspective
by William J. Arnone, Ernst & Young LLP
Beyond the Numbers: Planning Issues that Make the Qualified Plan Limits Worth Understanding
by Kenn Beam Tacchino, Widener University and David A. Littell, The American College

4th Quarter 2009

Health Care IT: Supporting Cost Efficiencies in Tough Times
by Bruce Hochstadt, M.D. and David Keyt, Mercer
The Great Target-Date Fund Debate: Calculating the Impact of Managing Target-Date Funds "to" Versus "Through" Retirement
by Jason L. Ellement, Capital Markets Research Group, and Lori Lucas, Callan Associates
Global Positioning: Managing the Far-Reaching Risks of an International Assignment Program
by Charles “Skip” Odell, Metlife, and Cheryl Spielman, Ernst & Young

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