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Library » Should I Set Up a Revocable Trust Structure as the Primary Distribution Method of My Estate?

January 09, 2014 | Estate Planning

When having an estate plan prepared, individuals generally either have a Will prepared, which directs the distribution of their estate after their death, or they have a Revocable Trust prepared, which is combined with a simple Pour-Over Will that directs everything in the estate into the Trust, …

Library » The Role of Behavioral Finance in the Development and Evolution of Target Date Funds – How To Maximize Participant Outcomes

January 02, 2014 | Retirement Plans

Introduction In many ways the foundation for target date funds on participant choice menus rests in the principles of behavioral finance. It was not until plan sponsors and regulators began to understand that behavioral finance concepts influenced participant behavior that auto enrollment, …

Library » The Benefits of Incorporating a Full Range of Lifestyle Options on an Investment Menu

January 02, 2014 | Retirement Plans

Introduction A well-structured and well-communicated investment menu can help Plan Sponsors manage their fiduciary liability and is key to minimizing a wide range of common problems associated with participant-directed plans. To that end, lifestyle or risk-based options have been promoted as a …

Library » Manning & Napier’s Risk-Based Strategies as a QDIA

December 30, 2013 | Retirement Plans

Introduction The provisions of the Pension Protection Act (PPA) of 2006 defined balanced and risk-based funds as one of three types of qualified default investment alternatives (QDIA) for use in qualified retirement plans. While the final regulations require plan fiduciaries to meet several …


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