Industry Voice: Managed Account Demand on the RiseSome common questions
employers frequently ask are, “How do I set my employees on the right path to
retirement?” and “What workplace resources can I provide them so that they’re
retirement ready?” These seemingly simple questions quickly turn complex when
you take into account employees’ many behaviors and investing styles—including
some workers’ preference to manage their own money while others want a
professional to handle the investing.Read more > |
Are Your Education Initiatives Making a Difference?In a day when many
plan committees let automation do the work of enrolling participants and
building their retirement accounts, educational initiatives especially may need
to justify their cost. How does a plan sponsor determine whether those
efforts—be they a re-enrollment meeting or the overall strategy—are a success?Read more > |
When Experts Are Needed to Meet Fiduciary DutiesFiduciary basics may overwhelm retirement plan
sponsors, but experts say most duties are not that complex, and help is
available.Read more > |
Increased Litigation Not Necessarily a Result of TibbleSome have taken the Supreme Court’s decision in
Tibble vs. Edison as paving the way for increased litigation based on the duty
to monitor investments, but this is not necessarily the case.Read more > |
Seeking Prior Ask the Experts Articles“I
very much enjoy Ask the Experts, but am sometimes unable to keep up-to-date on
the column, and wonder if prior columns have already answered questions I have.
Is there any way I can catch up on old Q&As?”Read more > |
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ASK THE EXPERTS
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Groom Law Group and Cammack
Retirement Group will field your
questions concerning 403(b) plans
and regulations. Email rebecca.moore@strategic-i.com with Subject
Ask the Experts
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