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Category: Articles

Your Plan’s QDIA: Active vs. Passive Target Date

Your selection of your retirement plan’s QDIA is a critical decision that impacts a large number of plan participants. Weigh both active and passive target date funds as viable QDIA options.

Published May 6, 2025
Categorized as Articles, Blogs, Plan Fiduciary Insights, Retirement Plan Trends & Best Practices, White Papers Tagged investments, QDIA, retirement plan oversight

Using Plan Assets to Pay Plan Expenses

Learn about the distinction between settlor and non-settlor expenses under ERISA, the proper use of participant forfeitures, and steps plan fiduciaries should take to ensure plan assets are used appropriately when paying plan expenses.

Published April 14, 2025
Categorized as Blogs, Plan Fiduciary Insights, Retirement Plan Trends & Best Practices, White Papers Tagged fiduciary, investments, retirement plan oversight

Managed Accounts: Weighing Cost and Customization

Learn about the rise of managed accounts as a QDIA and understand the difference between target date funds and professionally managed accounts.

Published April 4, 2025
Categorized as Blogs, Plan Fiduciary Insights, Retirement Plan Trends & Best Practices, White Papers Tagged investments, managed accounts, retirement plan oversight

How to Evaluate Your Retirement Plan Advisor

Understand these five key aspects of retirement plan oversight to ensure your organization’s retirement plan, its fiduciaries, and its participants are set up for success.

Published March 31, 2025
Categorized as Articles, Blogs, Plan Fiduciary Insights, Retirement Plan Trends & Best Practices Tagged fiduciary, investments, retirement plan oversight

Custom Target Retirement Date Strategies

Are custom retirement date strategies better than off-the-shelf solutions?

Published December 9, 2020
Categorized as Blogs, Plan Fiduciary Insights, Retirement Plan Trends & Best Practices, White Papers Tagged Misc

Plan Sponsor Best Practices for Managed Accounts

To help with this decision, plan sponsors may consider offering managed accounts. When does this offering make sense?

Published February 3, 2020
Categorized as Blogs, Plan Fiduciary Insights, Retirement Plan Trends & Best Practices, White Papers Tagged Misc

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p: 866.232.6457
e: info@francisway.com

Milwaukee Office

19435 W. Capitol Drive
Brookfield, Wisconsin
53045

Minneapolis Office

930 Inwood Avenue N
Oakdale, Minnesota
55128

St. Louis Office

400 Chesterfield Center, Suite 400
Chesterfield, Missouri
63017

LOS ANGELES OFFICE

777 S. Alameda, 2nd Floor
Los Angeles, CA
90021
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Commitment to Diversity, Equity & Inclusion

We value diversity in all forms and celebrate the unique voices of our team members and those we serve. We strive to create a culture of authenticity and belonging where everyone, from any background, feels valued and supported. We recognize that we have a lot of work to do and remain committed to moving our Firm forward.

 

For more information, listen to Elizabeth Aidoo, our Director of DEI and Servicios en Español, speak as a panelist on Building Team Culture and Belonging at the 2024 PLANADVISER conference.

  • Services
    • Workplace Financial Wellness
    • Retirement Plan Consulting
    • Participant Portal
  • Knowledge
    • White Papers
    • Blogs
    • Podcasts
    • From Mike Francis
  • Team
    • Meet the Team
    • Careers
    • Sabbatical
  • Contact