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May 20, 2014 | Retirement Plans
Before adopting a qualified plan, an employer should first understand the various types of plans available, so that a plan that best meets the employer’s goals and objectives can be chosen. Qualified plans come in two basic flavors: Defined Contribution (DC) Plans and Defined Benefit (DB) Plans. …
May 12, 2014 | Retirement Plans
Introduction Given the variety of target date options available in the marketplace today, how does a plan fiduciary determine which family is right for a specific plan? When evaluating target date options, it is important to keep in mind that quantitative factors play an important role. However, …
February 15, 2014 | Retirement Plans
Introduction As the retirement plan industry has evolved, so has the structure of investment vehicles used in 401(k) plans. Collective Investment Trust funds (CITs) have been available for decades (first launched in 1927) and were offered in very early 401(k) plans. However, the early versions …
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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