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

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

The cornerstone of successful retirement plan management is having well-established and documented processes and rigorously following them. For example, if y...

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 outcome. However, severa...

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

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 reform. As a quick rem...

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 employees on various...

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