Retirement Checkup

5 factors that reveal plan health in terms of meeting
participants’ retirement objectives

UpFront |

New and Improved

403(b) plan sponsors continue to upgrade plan value 
Survey Says |

Have You Evaluated Your Retirement Account Fees?

Most providers prepared for an onslaught of questions from retirement plan participants when, last fall, the latter all received new fee disclosures under Employee Retirement Income Security Act...
Bells & Whistles |

Bells & Whistles

Recent product introductions that plan sponsors may find of interest 
Feature |

Most-Popular QDIAs

Asked which investment is the most popular, David Kaleda of Groom Law Group says, “It seems to be target-date and/or lifecycle funds, with managed accounts second and balanced...
Head of the Class |

Hedge Rows

 How hedge fund allocations affect returns in a plan portfolio
Asset Mix |

In the Middle

Middleware seeks to solve retirement income products’ plan-level portability problem
Case Sensitive |

Wrongful Acts

William Foster v. PPG Industries Inc. et al. and Patricia Foster
Tidbits |


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