Magazine Articles

This option can make investment decisions more manageable for participants

A retirement plan without a recordkeeper, well, isn’t much of a retirement plan at all.

Expert testimony touts tax-favored retirement accounts

Participant education needed before 404(a)(5) deadline

Southern college towns are ideal retirement spots

Court refuses to dismiss claims over misplaced transfer

Confidence in employee retirement assets drops

Half of plan sponsors offer this tool

Rate of poverty among seniors increased

Income drop in retirement could be 28%

A large part of the job of a plan sponsor is to educate participants about retirement readiness.

Each month, Bells & Whistles highlights recent product introductions that plan sponsors may find of interest.

Mutual funds and managed accounts offer similar benefits: professionally managed portfolios with exposure to stocks, bonds and/or other securities.

Some quotes, survey statistics and musings to use in employee communications, or just as a break in the grind.

Tony Ciocca, Greg Cimmino, Michael Kozemchak, Barry Stoey, Paul Stephens  Bloomfield Hills, Michigan In 2003, Michael Kozemchak formed Institutional Investment Consulting (IIC) to capitalize on and address the market...

Why current plan design models are a failure

DOL speaks about fiduciary definition re-proposal

The graying of the American work force

Employer mandate, waiting period and auto-enrollment issue

While some participants enjoy and are capable of managing their retirement plan investments, most people lack the time, expertise and discipline to do so. Participants have always been...