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COLLECTED WISDOM™ - Media Sources And Contacts

Here are sources for commentary, data, research and trends that are shaping the industry.

    
401khelpcenter.com - It is our job to stays on top of current issues in the 401k market and Rick Meigs, President of the 401khelpcenter.com, is always available for insight and comment. We can often provide you with other sources to contact. Mr. Meigs is the founder and President of 401khelpcenter.com, LLC a Portland, Oregon based company. Rick is a nationally recognized authority on 401k retirement plans and has a practical working knowledge having successful founded and run a number of retirement companies. Mr. Meigs is co-author of the "Your 401k Survival Guide," co-editor of the "401k Plan Sponsors Fiduciary Toolkit," and co-host of the radio show "The Retirement Hour." Contact information: 503.705.9548 or email info@401khelpcenter.com.

American Benefits Council - The American Benefits Council (the Council) is recognized as the preeminent advocate of employer-sponsored benefit programs in Washington, D.C. American Benefits Council staffers are experts in the field of employee benefits and are available for media comment. Contact Deanna Johnson Keim, the Council's director, communications at 202.289.6700 or email djkeim@abcstaff.org.

Blue Prairie Group - Blue Prairie Group is a leading institutional consulting firm offering expertise in retirement, investment, human resources and executive benefits. Focusing on mid-size organizations, Blue Prairie offers a unique alternative - the expertise of a large national consulting firm combined with the price and accessibility of a local business advisor. Doing business in a clear, open and objective manner, Blue Prairie's consultative approach assures a client's solution is tailor-made. Matt Gnabasik is the founder of Blue Prairie Group. He is one of the nation's most respected retirement plan consultants having worked with hundreds of corporate, not-for-profit and government clients throughout the country. He is the author of the award-winning Smart Choices: Selecting and Administering a Safe 401k Plan and writes and speaks regularily on the ERISA plan marketplace. Contact information: 312.645.1899/toll-free 866.274.1899 or email matt@blueprairiegroup.com.

The Center for Retirement Research - The Center is widely recognized as an authoritative source of information on retirement income issues. Their publications and researchers are frequently cited in print, on-line and broadcast media, such as the Wall Street Journal, CBS MarketWatch, and National Public Radio. Andrew Eschtruth is the Associate Director for External Relations at the Center. Contact information: 617.552.1729 or email andrew.eschtruth@bc.edu

Employee Benefit Research Institute - Established in 1978, the Employee Benefit Research Institute (EBRI) is the only nonprofit, nonpartisan organization committed exclusively to data dissemination, policy research, and education on economic security and employee benefits. The Institute's mission is to advance the public's, the media's and policymakers' knowledge and understanding of employee benefits and their importance to our nation's economy. EBRI has earned widespread regard as an organization that "tells it like it is," based on the facts. Contact Dallas L. Salisbury, EBRI President, 202.659.0670 or email president@ebri.org.

Center for Fiduciary Studies - Don Trone is the President of the Foundation for Fiduciary Studies. The Foundation's mission is to develop and advance fiduciary standards of care for trustees, investment committees and advisors. In addition, Don is one of the co-founders and Director of the Center for Fiduciary Studies, which operates in association with the University of Pittsburgh's Katz Graduate School of Business. The Center is the first full-time training facility devoted to the subject of portfolio management and investment fiduciary standards of care. Contact information: 412.741.8140 or email don@investmgt.com.

Hewitt Associates - Hewitt Associates is a global outsourcing and consulting firm delivering a complete range of human capital management services to companies, including HR and Benefits Outsourcing, HR Strategy and Technology, Health Care, Organizational Change, Retirement and Financial Management, and Talent and Reward Strategies. For commentary on 401k trends, issues etc., call Jennifer Frighetto at 847.442.7663 or email jennifer.frighetto@hewitt.com.

Investment Company Institute - The Investment Company Institute (ICI) is the national association of the American investment company industry. Founded in 1940, its membership includes 8,414 mutual funds, 489 closed-end funds, and eight sponsors of unit investment trusts. Its mutual fund members represent more than 83 million individual shareholders and manage approximately $7 trillion. ICI conducts extensive research on retirement issues. Contact Elizabeth Powell, 202.326.5860 or email powell@ici.org.

MDH Consulting, Inc. - Matthew D. Hutcheson, CPC, AIFA™ possesses an interesting composite of experience and credentials that makes him uniquely qualified to train and instruct other fiduciaries. These same qualities set him apart as a thought leader in the industry and a trusted fiduciary and consultant to all types of employer sponsored retirement plans. Increasingly, boards of trustees and/or plan committees tap his expertise by utilizing him as board/committee member, six of which he chairs. He provides professional fiduciary services for sponsors of qualified retirement plans. Contact information: 503.968.9783 or email matt@erisa-fiduciary.com.

Newkirk - Newkirk, together with its subsidiaries McKay Hochman and MasteryPOINT, provides participant and sponsor communications for retirement plan providers and third party administrators (TPAs). Blackout notices, plan documents, online interactive calculators, personalized enrollment booklets, statements, targeted communications, and more can all be generated, in paper and electronic formats. Visit www.newkirk.com for details. Media comment on defined contribution communications can be arranged by contacting Kassie Jeram, Assistant Marketing Director, at 518.862.3200 or by email at kjeram@newkirk.com.

Profit Sharing/401k Council of America - Established in 1947, PSCA is a national, non-profit association of 1,200 companies and their 3 million employees. PSCA represents its members' interests to federal policymakers and offers practical, cost-effective assistance with profit sharing and 401k plan design, administration, investment, compliance and communication. David L. Wray is president of the Profit Sharing/401k Council of America and is a nationally recognized authority on defined-contribution plan issues who has testified before numerous Congressional committees, as well as in Department of Labor, Treasury Department and Internal Revenue Service hearings. Contact information: 312.441.8550 x15 or email davidw@psca.org.

Reish Luftman McDaniel & Reicher - Fred Reish is managing partner in the Los Angles, California law firm of Reish Luftman McDaniel & Reicher and serves as the Managing Director of the firm. He specializes in employee benefits law. He is a member of the bar in the State of California, the State of Arizona and the District of Columbia. Mr. Reish has practiced employee benefits law since 1973. His practice includes consulting with employers and fiduciaries; providing technical advice to administrators and actuaries; representation of plans, employers and fiduciaries before all government agencies; and consulting with banks, trust companies, insurance companies and mutual fund management companies on 401k investment products and issues related to plan investments. Mr. Reish has served as an expert witness in state courts, federal courts and arbitration proceedings involving issues as diverse as legal malpractice, fiduciary liability, prohibited transactions, plan interpretation, distribution of benefits, plan qualification, nonqualified deferred compensation plans and bankruptcy issues for ERISA plans. Contact information: 310.478.5656 or email fredreish@reish.com

Resources for Retirement, Inc. - Trisha Brambley is President of Resources for Retirement, Inc., a specialized consulting firm, assisting plan sponsors with vendor searches, fee analysis, investment policy, fund monitoring, fiduciary support, fiduciary training, and investor education. Ms. Brambley implemented many of the country's first 401k plans, and is widely quoted on retirement plan matters of importance to plan sponsors and participants, including Kiplinger's, Money Magazine, The Reader's Digest and many others. Contact information: 215.860.4811 or email tbram@voicenet.com.

Retirement Solutions Foundation - The Retirement Solutions Foundation is a non-profit foundation dedicated to educating the public about saving for retirement. Jane White, President of the foundation and a former financial journalist, can be reached at 973.769.7509 or via e-mail at jane@retirement-solutions.org.

The Scarborough Group, Inc. - The Scarborough Group manages the 401k assets for thousands of participants. We pioneered the concept of 401k managed accounts with the introduction of our Savings Plan Management service in 1990. We are widely recognized for our insight on participant attitudes and behavior, as well as our knowledge of 401k plan design. Contact information: 410.573.5700 x1140 or email jblamphin@401kadvice.com.

401khelpcenter.com, LLC is not the author of the material referenced in this digest unless specifically noted. The material referenced was created, published, maintained, or otherwise posted by institutions or organizations independent of 401khelpcenter.com, LLC. 401khelpcenter.com, LLC does not endorse, approve, certify, or control this material and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, or timeliness of the material. Use of any information obtained from this material is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by 401khelpcenter.com, LLC.

 


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