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Tuesday, March 12, 2019

Share Class ABCs: Choose Wisely Choosing mutual funds for your retirement plan’s investment lineup can feel like wading through a sea of alphabet soup. Fund companies typically offer multiple share classes, each sporting its own...

 

Wednesday, February 6, 2019

Four Tips to Boost Your Employees’ Retirement Outlook As many employees look ahead to retirement, 47% of workers feel somewhat confident that they’ll have enough money saved to retire on time and then live comfortably.1...

 

Wednesday, January 9, 2019

Risky Business: Why Plan Governance Matters Participant-driven lawsuits are on the rise, and employers are facing heightened scrutiny of the way they manage their retirement plans. In today’s continually-evolving regulatory and...

 

Tuesday, October 9, 2018

For the majority of future retirees, medical expenses pose significant risk to any retirement plan, and they are only projected to rise. Medical cost estimates for couples throughout their full retirement, assuming both partners are 65...

 

Wednesday, September 5, 2018

A Marathon for Everyone Recently, I went to cheer on a friend running in her first marathon. The excitement of watching thousands of people accomplish such an amazing goal was an experience like no other. I waited at the last bend...

 

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Thursday, August 9, 2018

Locating missing plan participants can be a headache for any employer, but simply ignoring them is not an effective solution. Regulatory agencies in previous years have published guidance on this topic relating to missing...

 

Thursday, June 14, 2018

With tax season fresh on our minds, many hear the word refund and begin running down their imagery wish list of ways to spend this extra money. However, when it comes to 401(k) refunds, or corrective distributions, the excitement...

 

Thursday, May 10, 2018

If you are an employer or employee who has decision-making authority over your company’s retirement plan, there is a strong chance that you are a 401(k) plan fiduciary. You have a legal obligation to operate the plan solely in...

 

Monday, April 9, 2018

Benchmarking is a retirement plan best practice that allows plan sponsors the opportunity to “take a peak under the hood” of their 401(k). The process allows you to compare your plan to similar plans, measuring key metrics...

 

Thursday, February 2, 2017

Does Your Portfolio Fit Your Retirement Lifestyle? Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization...

 

Thursday, February 2, 2017

Social Security: Two Benefit Strategies Eliminated With the passage of the Bipartisan Budget Act of 2015, two strategies to potentially maximize Social Security benefit payments were eliminated. AN OVERVIEW Prior to the budget’s...