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 |

The Best Fit

Why, statistically, TDFs are the most common QDIA
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 |

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...
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
Done Deal |

Financial Wellness

This plan sponsor boosted employees’ retirement confidence
Just Out of Reish |

Key Changes Ahead

Implementation of money market fund regulations