Fiduciary Governance Insights

Your Employees Want (And Need) More Than Just Financial Education

Financial wellness programs that stop at education are no longer enough to satisfy the needs of employees. While financial education is an important part of a complete financial wellness program, employees also want/need the tools and resources that can help them take their newfound knowledge and apply it to their personal finances.

10 Strategies To Optimize Plan Design

Effective plan design is the key to helping your employees overcome poor decision-making and behavioral roadblocks. Here are 10 strategies to optimize your plan design and drive successful retirement outcomes for your employees.

10 Strategies To Optimize Employee Engagement

Your employees need access to objective fiduciary advice, next-generation planning tools, and better financial wellness resources to make better decisions. Here are 10 strategies to optimize and engage your employees more effectively.

10 Strategies to Optimize Plan Fees

ERISA requires plan fiduciaries to ensure fees are reasonable on an ongoing basis while having a documented process to show for it. Here are 10 strategies to optimize your plan economics.

10 Strategies to Optimize Fiduciary Oversight

The cornerstone of a great retirement plan while managing corporate liability begins and ends with comprehensive fiduciary oversight. Here are 10 strategies to optimize your governance process.

10 Strategies to Optimize Your Plan’s Investment Process

To meet ERISA’s “prudence” standards, plan fiduciaries must follow a disciplined and documented process when making investment-related decisions. Here are 10 strategies to optimize your committee’s investment selection and monitoring process.
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Pros and Cons of Guaranteed Lifetime Income

Paychecks for Life: What is Guaranteed Lifetime Income? Annuities and similar products may help address retirement income concerns.
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Video: Building Turnover Resistant Benefits

Recruiting and retaining top employees is becoming more challenging. Employees want more than just perks; they want benefits that can help them create financial freedom, balance and recognition. Here’s how you can work to build turnover resistant benefits.
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Cybersecurity: Protect Your Retirement Savings

Cybercriminals are well-aware that American’s have trillions of dollars in retirement savings plans. Here are key tips to help keep retirement savings safe online.