DC plan fees - Do you (or your plan members) really know what you are
paying?
Welcome to the second edition of Mercer DC
Connections. In this edition, we review global trends in defined
contribution (DC) plan fee disclosure and fee transparency, and take a
close look at how countries such as Australia, Canada, Brazil, the US and
Ireland are tackling this important issue.
Issue two -
November 2008
 A prescriptive
dose of regulation: An Australian experience
Brent Tulk,
Melbourne
Balancing the
merits of DC bundling: Perspectives from the UK and Irish
markets
Brian Kite,
London; and Stephen Ryan, Dublin
Popping the hood: A look in detail at
bundled versus unbundled costs
Mary Ann Langevin, Norwood, Massachusetts
Calling on Canadian regulators: More fee transparency
and disclosure are required
Oma Sharma, Toronto; and Anne Meloche, Montreal
Roadmap for change: Transforming a US plan's investment
structure to add flexibility, reduce fees and increase fee
transparency
Bob Burke, New York
The
evolution of US DC plans: A conversation with
Troy Saharic on fee disclosure versus investment flexibility
Troy Saharic, Seattle
Work
in progress: An examination of DC vehicles and fees in
Brazil
Evandro Luis de Oliveira, Sao
Paulo
Are fees the
full story?
Neil Lloyd, Vancouver Lifecycle funds - one size fits all?
Our first issue discusses an important trend in DC
investments – lifecycle funds, particularly target-date and target-age funds.
We’re seeing an increased interest by plan sponsors (and in certain countries
even an interest by legislators) in helping plan participants reach a secure
retirement…especially participants who may not be able to properly develop their own investment portfolio.
In this issue we’ll give you an update on how these funds have evolved in
Canada, Europe, the United Kingdom and the United States and, interestingly, why
in Australia, one of the most mature DC markets, this is not common. We’ll also
discuss why some organizations are building custom target-date/age funds, as
well as what should be considered when choosing “off the shelf” target-date/age
products.
In addition to DC
Connections, we have also just released three short videos of a roundtable
discussion featuring our global defined contribution experts. The three videos
provide an overview of DC trends around the world, DC investment issues, and
employee engagement.
Issue one - May 2008
What's in a name?
Lifecycle, lifestyle, target-date - What next?
Neil Lloyd,
Vancouver
Choosing the right
lifecycle fund for your defined contribution plan - a US
perspective
Michael Kaplan,
Princeton
Target-date funds: A
new approach in Canada
Oma Sharma, Toronto
A snapshot of DC
lifestyle solutions in Europe
Tim Burggraaf, Rotterdam
An alternative
perspective on lifecycle funds, from Australia, a mature DC
market
Russell Mason, Sydney
Case study:
Developing a DC investment structure in the UK
Rob Curtis, Birmingham
Developing customised
target-date funds: A conversation with Mercer's chief US economist, Louis
Finney
Louis Finney, PhD,
Chicago
Interviewer: Andrew Kramer
Annuities as part of
target-date/age funds
Andrew Shafer, Chicago
Retirement video
Mercer had just released three short videos of a
roundtable discussion featuring our global DC experts. The three videos provide
an overview of DC trends around the world, DC investment issues and employee
engagement.
 Mercer's
retirement video
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Mercer's
DC Connections publication links plan sponsors with the latest investment and plan
design trends from around the world.
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