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Library » Webinar: How Much Is Active Management Worth?
March 29, 2018 | Active Management
Documenting the reasonableness of 401(k) investment options has never been so difficult or so important. Today’s unique market environment, participant risk tolerance, and risk capacity creates new fiduciary risk. in this webinar, we discuss prudent approaches to evaluating …
Spotlights » Menu Design Matters
December 11, 2017 | Fiduciary
With additional fiduciary scrutiny and an increase in litigation, it's more important than ever to offer a retirement plan menu that meets the needs of all participants. To be confident in their plan decisions, we believe plan sponsors should design their investment menu based on participant …
Library » Converge, Volume 15: 3 Ways Participants are Driving a New Era of Menu Design
September 13, 2017 | Retirement Plans
The industry has put immense effort into introducing new participants to retirement education and help preparing resources to assist in participants’ long-term needs. While the effort on behalf of those participants can and should continue to be a large focus, there needs to be an additional …
Library » Webinar: New Era Menu Design
July 27, 2017 | Retirement Plans
Behavioral insights have helped 401(k) fiduciaries design plans and select investment defaults that best meet the needs of the majority of participants. With new fiduciary scrutiny, an increase in litigation, and a potential shift in participant behaviors, we are entering a new …
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Financial AdvisorsLibrary » Narrowing In on the Right Approach
August 30, 2016 | Retirement Plans
Introduction One of the primary objectives that plan sponsors are tasked with is designing/implementing an investment menu that affords participants the greatest opportunity to achieve their retirement goals. While this seems like a relatively straightforward task, there is no one-size-fits-all …
Spotlights » The QDIA Decision
September 04, 2014 | Retirement Plans
The QDIA Decision, written in collaboration with Fred Reish and Bruce Ashton, will assist fiduciaries in choosing a suitable type of QDIA (Qualified Default Investment Alternative), as well as an appropriate investment strategy fit, thus fulfilling their obligation under ERISA guidelines for the …