Plan Administration Insights

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

Did you know there are more than 22,000 women diagnosed with ovarian cancer each year and that more than 14,000 women lose their lives to this deadly disease annually?

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

A well-organized and effective retirement plan committee is the cornerstone of successful fiduciary decision-making and organizational risk management for plans of any size.

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.