Plan Optimization

Custom TDFs (Target Date Funds): A “Better” Option?

custom tdfs target date funds

Custom TDFs (Target Date Funds): A “Better” Option? TDFs are among the most popular investment options offered by a majority of defined contribution (DC) retirement plans today. According to a ...

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Re-Enrollment: Know the Myths and Risks

Re-Enrollment

Re-Enrollment: Know the Myths and Risks. Retirement plan sponsors are embracing re-enrollments as a way to help ensure participants have sufficient asset allocations and deferral rates. More than 22% of ...

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Financial Wellness Key To Improving Retirement Outcomes

Financial Wellness

Financial Wellness Key To Improving Retirement Outcomes. It’s no secret Americans are stressed out about money, and that it’s having a negative impact on their workplace performance. What’s more, their ...

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401k Plan Value Reaches Well-beyond Assets – Video

401k Plan Value

401k Plan Value Reaches Well-beyond Assets. At the conclusion of The Plan Sponsor University (TPSU) Fiduciary Education Program held at the University of Georgia Terry College of Business we interviewed ...

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Video Fosters Engagement, Excitement for Benefits – 401ktv

Video Fosters Engagement

Video Fosters Engagement, Excitement for Benefits. When communicating about employee benefits, video is the way to go. That’s according to a recent blog post from Benefitfocus, which says that video ...

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Why MEPs will Dominate 401k Small Plan Market

Meps

In my weekly video blog, I discuss why I think multiple employer plans or MEPs will dominate the small plan 401k market in the next three to five years. ...

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Stable Value Funds: Conservative, but Not Without Risk

Stable Value Fund

Stable Value Funds: Conservative, but Not Without Risk. Ah, the stable value fund. It’s been a core investment fund in most retirement plans for decades and often serves as the ...

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401k Plan Participant Beneficiaries Difficult to Keep Current

401k Plan Participant Beneficiaries Difficult To Keep Current

401k Plan Participant Beneficiaries are Difficult to Keep Current. During a recent Fiduciary Education Program at Rutgers University Fred Barstein, Founder of The Plan Sponsor University (TPSU), interviewed, Pedro, one ...

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