

The Bottom Line
The Bottom Line
Best Practices for the IPS
Investment policy statements should reflect DC plan realities

PS Coach
PS Coach
Navigating RMDs
Sponsors need to know the required minimum distribution rules

DB Focus
DB Focus
The Middle Ground
Factor investing blends active and passive management styles

Insights |
Imagining Retirement
Research is increasingly examining whether success in saving for retirement can be improved by properly envisioning one’s retirement life
Issue Intro |
Core Topics
We’re always interested to know what you have found to be the most helpful takeaways from the issue

Compliance Update |
Compliance Update
Summaries of the latest news from Washington and the courts—what’s coming, what’s contemplated and what’s critical for plan sponsors to...

UpFront |
Millennials Face Gender Challenges
Among Millennials, women are making less income and saving less for retirement, Wells Fargo Asset Management finds.
UpFront |
How More Retirees Could Affect Investment Returns
The CRR explores various ways investment returns and Social Security could be affected by an aging population.
UpFront |
Children’s Impact on Retirement Security
Parents are especially at risk when they maintain a heightened level of spending after children leave the nest, the CRR finds.
UpFront |
Public Sector Employees Choose DB Over DC
Among the eight states studied that offer employees such a choice, the take-up rate of DB plans was 80% or higher in six of those states.
UpFront |
Cost of Benefits for an Employer
A survey reveals issues employees have with open enrollment season.

UpFront |
The Dramatic Change in Participant Investing
While roughly 70% of investors use TDFs, about half of them have another investment in their 401(k) portfolio.

UpFront |
Older Workers Not Saving Enough
A new study suggests that without a universal supplement to Social Security, many of the 24 million workers ages 55...
UpFront |
Reversing the Search
J.P. Morgan researchers offer an advanced look at a case study analysis suggesting a new approach to conducting adviser-supported recordkeeping RFPs.
UpFront |
Most Participants Short On Savings Advice
Of those who do seek retirement investments advice, financial advisers are the most utilized source, according to a survey by Betterment.
UpFront |
Millennials’ Individual Responsibility Plus
Who Do You Believe Has the Most Responsibility in Ensuring People Have a Secure Retirement? Individuals Employers Government Millennials Generation X Boomers Seven out of 10 Millennials (69%)...



Plan Profile |
Helping to Meet Participants’ Goals
A plan sponsor’s ‘Small Steps’ campaign aims for increased deferrals and savings