Always Look on the Bright Side (read that without whistling!)…

When we see what seems like the entire investing world taking a view opposite of what the overwhelming odds tell us about markets long-term, we thought it would make sense to highlight some of the positive news out there that you may not be hearing.

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The SECURE Act of 2019 – What You Need to Know

The Act introduces many tax law changes and is the most significant retirement-related legislation in almost 15 years. Here are a few of the more salient provisions.

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Using Behavioral Finance to Drive Retirement Outcomes, Part 4

In this fourth and final post of the series, I want to take a look at participant investing trends and keys to successfully implementing an automatic features program for your plan.

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Using Behavioral Finance to Drive Retirement Outcomes, Part 3

Let's start looking at the data around automatic plan features and how pulling these levers can get people on the path to retirement success.

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Using Behavioral Finance to Drive Retirement Outcomes, Part 2

In this post, I will present you with compelling research and evidence on the behavioral and psychological barriers to saving and projected retirement income replacement rates.

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Using Behavioral Finance to Drive Retirement Outcomes, Part 1

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The Evidence Behind The Argument For Passive Management

“Passive” management (often referred to as “indexing”) is actually not a great descriptor, so let me quickly explain the difference between this style of investing and the traditional approach often referred to as “active management.”

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Are Your Target Date Funds Missing The Mark?

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Emerging Trends in 401(k) and 403(b) Fund Menus

Given the shift in participant mindset and demographics, it’s important for retirement plan committees to re-think the traditional approach to designing plan investment menus.

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