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Plan Optimization

Retirement Plan Committees Communication – Vlog

Retirement Plan Committee Communication

Retirement Plan Committees take Notice of Communication Best Practices.  The role of Retirement Plan Trustee or Plan Fiduciary comes with significant responsibility.  Plan Fiduciaries need to be aware of ...

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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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