Plan Administration Archives - Page 2 of 4

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.

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.

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.

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.

Using Behavioral Finance to Drive Retirement Outcomes, Part 1

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.”

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.