Content Tagged Defined Contribution

Manage Assets

What To Consider Before Using A Recordkeeper’s Investment Funds

Defined contribution plan sponsors are facing a deluge of lawsuits.
3 min read
Manage Assets

Investment Spotlight: Stable Value Funds

A Low-Risk Investment Option for Defined Contribution Plans
3 min read
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What to Consider if Outsourcing Investment Decisions

Outsourcing plan investment decisions may offer a number of valuable advantages to the plan sponsor.
2 min read
Manage Assets

How to Choose a Target Date Fund

With the abundance of TDF suite options now being provided by fund companies, plan sponsors need to have a clear understanding of which type of TDF suite - "to" or "through" - may best suit their plan and its participants.
2 min read
Manage Assets

Women & Retirement: How Plan Sponsors can Help Level the Playing Field

How can plan sponsors help level the playing field?
3:02 min video
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ESG Funds & Defined Contribution Plans

ESG funds cover a fairly broad range of issues surrounding organizational impact on the natural world, relationship with employees, customers, and the public.
2 min read
Manage Assets

Checklist for Conducting an Annual Review

This checklist outlines what areas of your retirement plan you should review annually.
2 min read
Manage Assets

Improve & Boost Retirement Readiness

It’s now more important than ever for plan sponsors to consider retirement readiness a priority — and to provide guidance on how their participants can retire comfortably.
1 min read
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Tips on How to Increase Retirement Plan Participation

Ring in the new year with focus on higher enrollment
1 min read
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Investment Spotlight on: Qualified Default Investment Alternatives

And why there should be one in your defined contribution plan.
2 min read
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Safe Harbor Plans Minimize Contribution Testing Requirements

A Safe Harbor 401(k) plan is a simple and popular alternative for businesses.
2 min read
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Planning Strategies for Required Minimum Distributions

Retirement assets cannot be protected from taxes indefinitely. Individuals who turn age 70½ this year may need to begin taking required minimum distributions (RMDs), or face substantial tax consequences.
2 min read
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Fiduciaries Have an Important Role in Helping Participants Diversify

With a growing risk of litigation, lack of resources, and increasing complexity in regulations, many organizations are exploring how to better manage their retirement plan’s investment lineup, control risk, and keep costs down.
2 min read
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Keeping a Perspective on Market Volatility

After enjoying record-low market volatility in 2017, the stock market has been perceived as being much more tumultuous this year. The reality, however, is that 2017’s stability was the outlier – and 2018’s fluctuation may be better viewed as a return to normalcy.
2 min read
Manage Assets

Minimizing Retirement Plan Loans & Defaults

How to safeguard your plan against risks
2 min read
Manage Assets

The Case for Zero Revenue Shares in Defined Contribution Plans

Defined contribution plan sponsors may be able to minimize legal and regulatory exposure and improve fee transparency by using a zero revenue share fee model.
2 min read
Manage Assets

Should You Outsource Your Plan's Investment Selection & Monitoring?

When determining plan sponsor’s responsibilities for defined contribution plans, sometimes outsourcing is the best solution. But is it right for your organization?
4 min read
Manage Assets

What Digital Trends in Retirement Mean for Investors & Plan Sponsors

Some investors are feeling intimidated by today’s technology, which affects how retirement plan sponsors will help plan design and education efforts.
1 min read
Manage Assets

The Annual Retirement Plan Checkup: An Exercise in Preventive Medicine

A comprehensive retirement plan checkup can help plan sponsors identify existing or potential issues and fix them before they negatively impact plan participants.
5 min read
Manage Assets

The Tax Cuts & Jobs Act’s Impact on Retirement Plans and IRAs

How will The Tax Cuts & Jobs Act affect the retirement plans you manage? New laws went into effect in 2018 and they can impact your clients’ IRAs and 401(k) plans.
4 min read