UpFront |December 2016 When Can 12b 1 Fees Still Be Used? Plan sponsors have a duty to compare funds having these fees with those not having them
Insights |December 2016 The Data Narrative In order to properly leverage data, sponsors and have to look at the inputs and be mindful of how numbers are then interpreted.
Issue Intro |December 2016 Questions That Need Answering We look back on 2016 and anticipate what is to come in 2017
Research |November 2016 2016 PLANSPONSOR Defined Contribution Survey: Chasing Expectations Plan sponsors’ perspectives on their recordkeeping providers and services
UpFront |November 2016 Participants in Managed Accounts Missing Out on Personalization How proactive the managers are in continuing to reach out to their investors
Running the Fund |November 2016 Spending Down Educating employees about the retirement income ‘bucket’ strategy
UpFront |November 2016 A Philosophy Can Help With Plan Decisions An overall philosophy can help plan fiduciaries think about the “why” when making decisions and not just the “how"
UpFront |November 2016 Factors for Achieving Financial Wellness Employees enrolled in more than three nonmedical benefits are most likely to say they feel very secure in their lives
UpFront |November 2016 Careers Breaks Create Savings Shortfalls Women still face particular challenges that make it increasingly difficult to save for retirement
DB Focus |November 2016 Annuity Providers The onus of evaluating the companies is on the plan sponsor
UpFront |November 2016 HSAs in Conjunction With HDHPs on the Rise An HSA in conjunction with an HDHP enables employees to set aside pretax dollars to cover out-of-pocket medical expenses
Survey Says |November 2016 Benchmarking And Provider Changes When was the last time your company performed a benchmarking for providers?
UpFront |November 2016 Retirement Income Statements Can Help The German public pension authority implemented a reform that has changed the way information about retirement savings is provided.