Retirement Plan Survey 2010
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The Retirement Plan Survey: Discovering new trends and overcoming challenges
Grant Thornton LLP, Drinker Biddle and Plan Sponsor Advisors, conducted a confidential survey, The Retirement Plan Survey: Discovering new trends and overcoming challenges, to gain a general assessment of the level of understanding of investments, fees and administrative practices related to retirement plans. The survey’s major findings address:
- Fiduciary and investment challenges in 2009
- Employer and employee economic challenges in 2009
- Plan design features
- Tax and ERISA compliance issues
- 403(b) plans
