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May 26th, 2015

Industry Voice: Managed Account Demand on the Rise

Some 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 Duties

Fiduciary 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 Tibble

Some 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 >
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

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: advertise@strategic-i.com

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