Optimizing retirement plan committee decisions
Is your plan committee in tune with the latest trends?
We walk you through 20 reminders about topics your committee should address or consider in 2015.
Are you acting in accordance with your plan documents?
How are your plan participants faring?
How will you benchmark your plan this year?
How are participants' investments allocated?
Is your plan designed to improve participant outcomes?
Are your education initiatives making a difference?
Are the investment fees your participants pay reasonable?
How frequently do you review your recordkeeper's services?
When was the last time you evaluated your match formula?
Does your plan offer stable value funds?
How do participants get information about the plan?
Does your plan have the right lineup?
Are you providing the right savings opportunities?
Does your target-date fund match your participant demographics?
What are participants doing with their accounts when they leave your company?
Do you need a retirement plan adviser?
Who pays for what aspects of the plan?
Does your plan have a leakage problem?
Should you offer a retirement income product?
Does your plan offer systematic withdrawals, and, if not, should it?
Information sharing and administrative technology
It's a de-risking strategy
Drafting plan committee charters
Quotes, survey statistics and musings to use in employee communications, or just for a break from the grind.
PLANSPONSOR checks in with workers on the path to retirement
Fiduciaries will do well to pay close attention to the Tibble v. Edison International case and its outcome.
Spotlighting industry data from PLANSPONSOR’s proprietary research