
Insights
Insights
Where They Are
Engagement is still a word discussed quite frequently.
Issue Intro
Issue Intro
Next Steps
Of the three qualified default investment alternative (QDIA) options, only managed accounts...
Survey Says
Survey Says
Optional Plan Amendments?
More than half of those who responded have executed a plan amendment...
Tidbits |
A Break from the Grind
Quotes, survey statistics and musing to use in employee communications, or just for a break from the grind.
Analyze This |
The Influence of Plan Advisers
Plans with an adviser are more likely to operate in alignment with fiduciary best practices, among other things.
Washington Update |
Rules & Regulations
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.
UpFront |
Investment Options and HSAs
As of 2004, account owners can invest in mutual funds and other vehicles, as they would in a 401(k) plan.
UpFront |
Giving Employees A Voice
How do employees want to learn about retirement and how much risk will they take?
UpFront |
Lower Expense Ratios
In 2014, the average expense ratio for equity mutual funds offered in the U.S. was 1.33%, but 401(k) plan participants who invested in equity mutual funds paid less...
Research |
2015 PLANSPONSOR Managed Account Buyer’s Guide
Managed accounts tailor portfolios to the needs of individual participants
403(b) Smarts |
403(B) Questions, Answered
Nondiscrimination testing; annuity confusion; Roth accounts
DB Focus |
Make-or-Buy Decisions
How pension risk transfer can fulfill benefit obligations to participants
Second Opinions |
ACA 40% Excise Tax
Approaches the Treasury and IRS are considering with regard to implementation of the tax