The “FOR” process helps retirement plan sponsors fulfill fiduciary responsibilities and improve plan participant outcomes, while uncovering opportunities to reduce plan liabilities.

Target date funds (TDFs) are the fastest growing and largest asset class. Reap the benefits of a regular TDF review for your organization's retirement plan - including mitigating fiduciary risk, reducing costs. and improving benefits for your employees.

If you haven’t completed your defined contribution plan’s Cycle 3 restatement, it’s time to move that task to the front burner and turn up the heat. The Cycle 3 restatement period for DC plans is winding down and restatements must be adopted no later than July 31, 2022.