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12/15/2022
Investments
Don’t Overlook the Need for a Fiduciary Oversight Review

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

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11/9/2022
Investments
Schedule an Annual Target Date Fund Review ASAP

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.

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7/15/2020
Investments
Rate of Return Assumptions Hounded by Market Changes

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.

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