Convergence of Wealth and Retirement is gaining momentum.  The recently held Fourth Annual Broker/Dealer Roundtable and Think Tank had something for everyone! Not surprising was the interest on the ...

Small businesses are getting more options.  As more small businesses are expected to start retirement plans, either because of the war for talent, state mandates, or expected tax incentives ...

American workers choosing an early retirement is a growing trend and concern.  Until recently, many Americans planned to work well into their 60s and 70s.  Now, it seems that ...

How to select a 401k Advisor – is harder than it may sound.  However, there are steps that you can follow to make the process simpler and more fulfilling. ...

Working beyond normal retirement age has a dramatic impact on an employer’s costs.  But there is more.  Financial wellness programs help to deliver positive benefits for both employees and ...

401k Fiduciary RFP responsibilities normally fall to the Retirement Committee members and other trustees.  Retirement plan committees and fiduciaries should periodically benchmark their plan service providers.  Make sure that ...

Fiduciary Liability can be created by those who neglect the 401k Plan.  Behavioral science tells us things about ourselves that we simply try to suppress or ignore, and Fiduciary ...

401k Plans benefit from the many features outlined in the TPSU Ideal Plan.  Unfortunately, and somewhat surprisingly, many unenlightened Plan Sponsors are still failing to take advantage of auto ...

Qualified Default Investment Alternatives have been used in retirement plans for over ten years.  They were established to provide some direction and safety to plan participants and plan sponsors.  ...

  Retirement Committee responsibility has become more important. The Retirement Committee responsibility is normally distributed among the entire committee. There are several reasons for this. First is, Fiduciary Lawsuits ...