Library

Shawn Sanderson

Senior Investment Consultant

Library » Converge, Volume 7: Custom Target Date Fund Perspective

August 06, 2015 | Retirement Plans

Target date fund (TDF) selection and monitoring is becoming more important as the assets held in these funds grow. Within the next decade, assets held by target date funds may surpass $1.5 trillion. In recognition of the challenges facing plan fiduciaries specific to evaluating TDFs, in …

Shelby George

Senior Vice President, Advisor Services

Library » Converge, Volume 5: Unlocking the Potential of HSAs

February 09, 2015 | Retirement Plans

More and more individuals cite health care costs in retirement as a top concern, and an area where they need help with planning. Advisors who have the tools to help navigate this complicated topic may be in a strong position to assist their clients with preparing for a secure retirement. In …

Library » Converge, Volume 5: Emerging Issues in Fiduciary Responsibility

February 09, 2015 | Fiduciary

If you have ever heard anyone on your 401(k) investment committee assert, “You know, we can’t/won’t get sued for using [insert household name here] on our investment menu” - or if you have said this yourself -- read on. The spike in 401(k) plan-related litigation over the past few years should …


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