Plan Administration Insights

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.

Developing a High-Performance Retirement Plan Committee

Worst December Since the Great Depression? There Is More To The Story

The stock market is poised to have its worst December since the Great Depression. That doesn't sound good. We thought we should dig into the numbers a bit to find out how bad this really is.

Is Your Corporate Retirement Plan a “Fixer Upper”?

Coupled with the increased scrutiny by the Department of Labor (DOL) and exposure to litigation, a retirement plan that shows signs of wear and tear can become a real liability for your company and your plan fiduciaries who are responsible for taking care of it.

Why Culture Is The Most Important Thing To Look For When Hiring An Advisory Firm