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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 …
Library » Converge, Volume 16: Are you falling in the “average participant” trap?
January 31, 2018 | Retirement Plans
Behavioral finance helped retirement experts understand that everyone, including participants, sometimes behave irrationally. Investment practices is one of the best examples. Most people fear loss more than they delight in gain—and as a result, they invest too conservatively even though they …
Library » Converge, Volume 16: Three Reasons Plan Sponsors are Considering CITs – or Should Be
January 31, 2018 | Retirement Plans
In a recent survey of retirement plan sponsors and advisors, Manning & Napier found 60% of employers would consider offering a Collective Investment Trust (CIT) or other alternative investment vehicle to a mutual fund if it has the same objective, but lower fees in order to reduce their …
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 » Converge, Volume 14: Healthcare Reform Makes HSA Education Imperative
June 08, 2017 | Retirement Plans
We are staring down a healthcare landscape set to look dramatically different under the Trump Administration than it did in Obama’s America. Although the American Health Care Act (AHCA) did not initially pass, a revised version was voted on and passed by the House of Representatives on May 4, 20 …
Library » Converge, Volume 14: A Fiduciary Approach to Menu Design
June 08, 2017 | Retirement Plans
401(k) plan investment line-ups are an increasingly complex and vital decision for fiduciaries. Critical responsibilities include the amount of investment choices to offer as well as the types of asset classes to offer. Some fiduciaries have been sued for offering too many choices, while …
Library » Converge, Volume 12: What’s New with the Form 5500?
December 07, 2016 | Retirement Plans
The Department of Labor’s (DOL) new conflict of interest rule creates many new administrative requirements and disclosure requirements for fiduciaries. The requirements themselves can be daunting, but so too is the prospect of enforcing compliance. For that, the DOL empowered the plaintiff’s …
Library » Managed Accounts in Defined Contribution Plans
November 02, 2016 | Retirement Plans
Key Points The adoption of managed accounts as a QDIA has been limited; however, there has been an up-tick in the percentage of plans utilizing them as an opt-in service. Deterrents for selecting a managed account service as a QDIA include: perceived higher fee levels, a lack of a clear …