by Matthew Spay | Mar 14, 2017 | Blog
Oversimplification in Target Date Funds Endangers Participants’ Retirement Savings How are custom solutions evolving to mitigate risk? Since the Pension Protection Act of 2006, target date funds (TDFs) have increasingly found their way into retirement plans as the...
by Matthew Spay | Mar 9, 2017 | Blog
“5…4…3…2…1…liftoff!” Ultimately the value a retirement plan advisor brings to plan clients can be measured in plan outcomes and participant readiness for retirement. Offering meaningful processes for investment selection and monitoring, benchmarking vendor services...
by Matthew Spay | Mar 7, 2017 | Blog
Conflict of Interest Final Rule On February 3, 2017, President Trump signed a Presidential Memorandum directing the Department of Labor to examine the Fiduciary Duty Rule. The information contained on these pages may be subject to change as a result of that...
by Matthew Spay | Mar 2, 2017 | Blog
Too often, we hear the younger generation of workers tell us saving for retirement is not high on their priority list. It’s easy to understand why retirement may not be a main priority. Instead of thinking about the long-term financial impact of ending their careers,...
by Matthew Spay | Feb 27, 2017 | Blog
Plan sponsors often ask, “Is an ERISA fidelity bond the same thing as fiduciary liability insurance?” The answer is no, they are not the same. The two insure different people and have different requirements under the terms of ERISA. An ERISA fidelity bond is required...
by Matthew Spay | Feb 23, 2017 | Blog
How re-enrollment boosts positive investment behaviors and participant outcomes — automatically. The advent of automatic features in DC plans has had a positive impact driving retirement readiness by boosting participation and savings rates, especially among workers...
