Using I Bonds to Boost Rate of Return and Protect Against Inflation
The S&P 500 Index is up 25% as of today. Despite such as a strong growth, I’ve been hearing a lot of concerns about the short-term future...
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Aug 15, 2018
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...
Jul 25, 2017
Collective Investment Trusts: Utilization is Growing but Challenges Remain
Driven by the desire to avoid any excessive-fee lawsuit, simplify the investment menu, and minimize investment expenses for plan...
May 15, 2017
What is an Investment Policy Statement and Why You Should Have One
The cornerstone of successful retirement plan management is having well-established and documented processes and rigorously following...
Mar 7, 2017
Simplifying the Investment Menu or How to Help Participants Avoid the Paradox of Choice
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...
Feb 27, 2017
Good Practices When Creating the Investment Menu
When a plan sponsor sets up an investment menu for its participants, it relies heavily on mutual fund companies in many cases. While...
Feb 6, 2017
Government Money Market or Stable Value Funds? Which One Should You Offer?
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...
Oct 31, 2016
What Class of Shares Are You Offering?
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...
Oct 10, 2016
Are You Ready for the Money Market Reform?
October 14th, 2016 marks the date when the Securities and Exchange Commission (SEC) money market reform comes into effect. Let's briefly...
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