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Annuities as a Source of Retirement Income for 401(k) Plan Participants

As a 401(k) plan sponsor, your sole goal is to make sure that your employees, especially those nearing retirement, have enough money...

Driven by the desire to avoid any excessive-fee lawsuit, simplify the investment menu, and minimize investment expenses for plan...

The cornerstone of successful retirement plan management is having well-established and documented processes and rigorously following...

As human beings, we usually tend to believe that more choices are better. It gives us a feeling of comfort and more control over the...

When a plan sponsor sets up an investment menu for its participants, it relies heavily on mutual fund companies in many cases. While...

In October of last year we wrote a blog post outlining changes that plan sponsors must do in order to comply with the SEC money market...

Nothing could be worse for a plan sponsor than a lawsuit filed by its own employees. Just imagine, you set up a retirement plan, educate...

October 14th, 2016 marks the date when the Securities and Exchange Commission (SEC) money market reform comes into effect. Let's briefly...