Retirement Checkup

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

Independence Days

Independence Day, the Fourth of July, to me signifies the start of summer. 

Back to School

American educators show above-average retirement confidence, but …

New and Improved

403(b) plan sponsors continue to upgrade plan value 

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 (ERISA) 404(a)5.

Bells & Whistles

Recent product introductions that plan sponsors may find of interest 

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 funds third.” 

Hedge Rows

 How hedge fund allocations affect returns in a plan portfolio

In the Middle

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

Wrongful Acts

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


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