EXCLUSIVES

2019 Retirement Outlook and Investment Insights

Jonathan Barry, MFS Investment Management, discusses key trends retirement plan sponsors may expect to see this year, as well as issues they may face and thoughts about how to address them.

Ensuring a Clean Recordkeeper Conversion

There are steps retirement plan sponsors can take before converting to a new recordkeeper to minimize any “clean up” afterwards; however, there is always follow up to do.

How to Run the Perfect 401(k) Plan RFP

Andrew S. Zito, with LAMCO Advisory Services, offers tips for organizing and implementing the best retirement plan provider request for proposals (RFP) process.
Art by Wesley Allsbrook

How and When to Encourage Use of Managed Accounts

While some defined contribution (DC) plan participants may choose to invest in a managed account, there may be others who don’t choose to do so that would benefit from investing in one.

DC Plan Sponsors Slow to Adopt Hybrid QDIAs

Just as defined contribution (DC) plan sponsors were once concerned about automatically enrolling employees in the plan when they didn’t actively select it, they have hesitations about using qualified default investment alternatives (QDIAs) that automatically place participants in a managed account.