By Ron Eisen, President
Investment Management Consultants, Inc.
April 2007
- How to Add an Additional $1 Trillion in Accumulated
Retirement Savings Over the Next 30 Years (part 1 of 5) - A big picture look at the DC marketplace by plan size
segment. Plugs in investment cost ranges. Summararizes the potential investment cost savings resulting from the combination
of market forces and fees reasonableness benchmarking. Provides perspective through both individual participant examples and
a market level projection of what's at stake.
- Where the Savings Will Come From: The Shake-Up
(part 2 of 5) - Illustrates differences in practices, approaches to doing business that will need to change,
strategies at risk and those that will benefit, how costs will come down, and the forces at work that will accomplish this
and more. Five years of IMC surveys and data gathering are woven into seven panel pages that we believe will stimulate
productive thinking on where we go from here and why.
- The "What You Get for What You Pay For" 401(k)
Proposition (part 3 of 5) - DC experts' opinions on 21 key areas of importance for 401(k). How is the industry
doing and is anything worth a premium price. Consultant and recordkeeper opinions illustrated. Measuring success and the
cost vs. value proposition.
- A Front Window Look at Retirement - Is 401(k) in Sync? (part 4 of 5) - Facts on net worth in America. The Boomers' changing views on retirement. Characteristics of
phased retirement employment structures. Analysis and suggestions on how 401(k) and others can respond to new realities.
- Our DC Policy Makers' Big Picture PPA Considerations
and Objectives (We Hope) (part 5 of 5) - Open recommendations to DC policy makers regarding PPA. Identifies potential
approaches, characteristics, and objectives for sponsor oversight requirements and participant disclosures. Suggests an
optimal approach. Asks for reader opinion on desired characteristics/components. Aggregate opinion feedback will be sent to
policy makers. Summary opinion report available to all submitting their viewpoints.
Investment Management Consultants, Inc.
111 SW Columbia, Ste. 1080
Portland, Oregon 97201
503-248-9064
Ron Eisen, President
reisen@imc-inv.com
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