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Articles by Lori Lucas

What to Do When the 401(k) Match Must Go

March 8, 2009
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Plan sponsors that need to cut their 401(k) contribution would be wise to consider the implications to the broader employer/employee social relationship, and take steps to counter this negative perception as much as possible.
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10 Resolutions for Defined-Contribution Plan Sponsors

January 9, 2009
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Employers would be wise to take this opportunity to clean house and make sure their defined-contribution plans are best positioned in terms of design, delivery and communication.
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A Cool Head Under Pressure

November 5, 2008
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Employers with 401(k) plans need to heed the advice they are giving participants and not take rash actions during these volatile times.
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Is Your Defined-Contribution Plan Leaking

August 31, 2008
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It’s in everyone’s best interest for companies to keep employees from cashing out their 401(k) plans when they leave, defined-contribution specialist Lori Lucas says in this commentary.
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Is It Time to Reboot Your Defined-Contribution Plan

May 13, 2008
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Companies may want to consider sweeping existing 401(k) participant balances into new and better funds.
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Employer Stock in the 401(k) Plan Handle With Care

March 11, 2008
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Offering employer stock in a 401(k) plan comes with its own set of issues, but many plan sponsors continue to do so at their own risk.
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Is Defined-Contribution Plan Communication and Education Dead

January 7, 2008
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Now that plans can be automated to a large degree, do communication and education have roles to play? They do indeed. Getting workers into a 401(k) plan, increasing their savings rate, and improving their diversification through default mechanisms is not necessarily synonymous with financial security.
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Rethinking the Company Match

November 13, 2007
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A recent paper outlines potential reasons that companies may want to rethink offering a 401(k) match.
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Target-Date Funds Handle With Care

August 20, 2007
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Creating customized target-date portfolios might give plan sponsors a cheaper and more flexible default option than target-date mutual funds.
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Target-Date Funds Handle With Care

July 10, 2007
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Creating customized target-date portfolios might give plan sponsors a cheaper and more flexible default option than target-date mutual funds.
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