Working As One

Optimizing retirement­ plan committee decisions

Art by Chris Buzelli
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20 Questions: #5

Is your plan designed to improve participant outcomes?
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20 Questions: #6

Are your education initiatives making a difference?
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20 Questions: #7

Are the investment fees your participants pay reasonable?
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20 Questions: #8

How frequently do you review your recordkeeper's services?
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20 Questions: #9

When was the last time you evaluated your match formula?
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20 Questions: #14

Does your target-date fund match your participant demographics?
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20 Questions: #15

What are participants doing with their accounts when they leave your company?
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20 Questions: #20

Does your plan offer systematic withdrawals, and, if not, should it?
Tidbits |


Quotes, survey statistics and musings to use in employee communications, or just for a break from the grind.
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Making Their Point

PLANSPONSOR checks in with workers on the path to retirement
Insights |

On Watch

Fiduciaries will do well to pay close attention to the Tibble v. Edison International case and its outcome.