Plan Administration Insights

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.

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.
Mature woman working with young man sitting at desk and showing something on computer screen in office. Female executive pointing at desktop monitor and talking with male colleague in office.

The Importance of Fiduciary Training for Retirement Plan Committees

One of the most important ways for a company to minimize fiduciary risk is to provide fiduciary training for retirement plan committee members.