A successful RFP starts with a strong foundation, followed by plan customizations.
Small-business owners with a very small investment committee
How plan design can help pass nondiscrimination testing
Do you consider yourself a fiduciary? 20112014Yes61%58%No30%37%Not Sure9%6% What is your plan’s default? Of over 1,000 plan sponsors, with a balanced representation from across the full universe of defined contribution (DC)...
We asked readers how the ACA affected the attractiveness of their health benefits to employees, and if their other benefit offerings had been enhanced as a result.
The defined contribution (DC) industry is growing rapidly, in terms of the number of plans, assets and dedicated services—but the number of recordkeepers in the industry has slimmed down.
How automated investment solutions are reshaping DC plans
Money market reform will likely alter plan investment
… a world without employer-sponsored retirement plans
How might the fiduciary regulation affect plan sponsors?
What you don’t know can hurt you
Quotes, survey statistics and musings to use in employee communications, or just for a break from the grind.
Our 2015 recordkeeping survey profiles 66 providers seeking to capture sponsor attention with the right balance of value and service
The importance of reviewing investments on a regular basis.
Summaries of the latest news from Washington and the courts—what’s coming, what’s contemplated and what’s critical for plan sponsors to know.
Who is the plan administrator; restrictions on number of investments?
Pre-approved plans are not as simple as they sound
Funding ratios tend to be cyclical