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The CIT Takeover: What’s Driving the Shift in 401(k) Investing

By / CIT, Collective Investment Trust, Company Contributions and Vesting, DC plans, Economy, erisa, ERISA Advisory Council, fee compression, Fiduciary, fiduciary, Financial Advisors, Financial Wellness, Investment Managers, Record Keepers
Collective Investment Trusts (cits)
Collective investment trusts (CITs) are rapidly gaining market share in 401(k) plans, increasingly replacing traditional mutual funds.  Over the past 5–10 years—especially in advisor-sold retirement...

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Supreme Court Decision Lowers the Bar for ERISA Lawsuits Against Plan Sponsors

By / 401(k) Plan Management, Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, Communication, DOL, DOL Guidance, erisa, ERISA Advisory Council, fee compression, fee lawsuits, fee transparency, Fiduciary, Fiduciary, investment, Managed Accounts, provider due diligence, Record Keepers, Recordkeeping, Retirement Plan Advisor Due Diligence, Retirement Plan Fees
Erisa Lawsuits
A recent Supreme Court decision has changed the legal landscape for plan sponsors, making it easier for plaintiffs to file lawsuits over how plans do...

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Switching Retirement Plan Providers? Don’t Skip These Steps

By / Changing dynamics, Changing Recordkeepers, DC plans, Employee Benefits, Fiduciary, Financial Wellness, HR, Lifestyle Benefits, Plan design, Plan Optimization, provider due diligence, Retirement Happiness, Retirement Plan Advisor Due Diligence, Retirement plan providers, Roth 401k, Roth Contributions, Third party administrators
Step 1
Changing retirement plan providers sounds straightforward.  Move from Provider A to Provider B, transfer the assets, and you’re done. But anyone who’s actually been through...

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Are Managed Accounts the Future of 401(k) Defaults?

By / 401(k) Managed Accounts, 401(k) Plan Management, 401k News, Alternative Investing, benefit education, DC Plan Sponsors, DC plans, Due Diligence, Fiduciary, Fiduciary, Financial Advisors, Financial Wellness, Ideal Plan, Improving Outcomes, investment comittee, Investment Managers, Investments, managed accounts, Mutual Fund Fees, Plan Conversion, Plan design, Regs and Regulators, Research, Target Date Fund, Target Date Funds
Managed Accounts
As retirement plans evolve, so do the default investment options offered to participants.  Target date funds still dominate the market, but attention is shifting toward...

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PEPs: Scalable Solution or Still the Wild West of Retirement Plans?

By / 401k plan, Changing dynamics, DC Plan Sponsors, DC plans, erisa, ERISA Attorneys, Fiduciary, Financial Advisors, Financial Wellness, PEPs, Retirement Plan Advisor, Retirement plan management, Retirement Plan Participation
Peps Wild West
Are Pooled Employer Plans (PEPs) a smart solution for expanding retirement coverage—or an overly complex, underregulated space that hasn’t lived up to expectations? PEPs were...

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The 10 Biggest Lies Told to 401(k) Plan Sponsors

By / 401kCafé, benefit education, Change, Communication, DC Plan Sponsors, DC plans, fee transparency, Financial Advisors, Financial Wellness, HR, product quality, Record Keepers, Retirement Happiness, Retirement Plan Advisor, Retirement Plan Advisor Due Diligence, Retirement Plan Fees, Retirement plan management, Retirement Readiness
At the May 401(k) Café webinar for plan sponsors, Fred Barstein, revealed the 10 biggest lies told to 401(k) and 403(b) plan sponsors.  Despite ERISA’s...

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