Library

Library » Webinar: How Much Is Active Management Worth?

March 29, 2018 | Retirement Plans

  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 …

Shelby George

Senior Vice President, Advisor Services

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 …

Shelby George

Senior Vice President, Advisor Services

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 …

Spotlights » Menu Design Matters

December 11, 2017 | Retirement Plans

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 …

Shelby George

Senior Vice President, Advisor Services

Library » Converge, Volume 15: Fiduciaries: “Can someone just tell me what to do?”

September 13, 2017 | Retirement Plans

Eight of ten employers say they’re concerned about an increase in fiduciary litigation. And more than a quarter listed fiduciary liability and litigation as their top 401(k) concern. Employers’ concern is understandable. Although most employers would confidently say they have the best …

Shelby George

Senior Vice President, Advisor Services

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 …

Shelby George

Senior Vice President, Advisor Services

Library » 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 …

Shelby George

Senior Vice President, Advisor Services

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 …


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