Advice to retirement committees: Make sure you are following ERISA’s duty to diversify in your plan.
Category: Expert View
A Milwaukee Couple Wants to Retire By 60. A Financial Advisor Gives Them A Road Map.
WALL STREET JOURNAL. Learn how Kelli Send, Senior VP of Financial Wellness, thinks this couple could retire by 60 and gain practical steps towards reaching your retirement goals.
A System to Protect Workers’ Retirement Assets Already Exists
As the new Fiduciary Rule has been open for public comment, many across the financial services industry have weighed in on the pros and cons of the proposed legislation. Francis provides the Firm opinion on how the new Rule can actually change the industry for the better; placing the best interests of investors ahead of the interests of industry players.
Stable Value vs. Money Market
Most U.S. retirement plans offer participants an investment alternative designed to provide capital preservation. Both money market and stable value funds fit this objective as they allow invested capital to remain daily liquid, earn a market-determined rate of interest, and remain at a fixed net asset value (NAV). While these two investment products serve the… Continue reading Stable Value vs. Money Market
More Updates to the CARES Act and Good News for Safe Harbor Plans
Two recent (IRS) Notices further clarified provisions of the CARES Act, specifically, participant loans and Required Minimum Distributions (RMDs).
Keeping Retirement Plan Committees “In-Shape” with Fiduciary Training
The expertise and overall fitness of your organization’s retirement plan committee is dependent upon their level of training – in this case, fiduciary training
Financial Education vs. Advice: Which is better?
Here we examine two options – financial education or financial advice – and compare and contrast their potential impact.
A Path to Plan Operational Excellence
A recent article published by PLANSPONSOR Magazine emphasized the need for plan sponsors to take the administration of their retirement plans seriously. Not doing so leads to errors.
Protecting Participant Personal Data
s the personally identifiable information shared with your retirement plan service providers safe? Many providers farm or harvest this data amongst their affiliates or others in order to market and solicit additional products or services.
Jumping on the Bandwagon: Student Loan Repayment Programs
Employer-sponsored student loan repayment programs are growing in popularity. Corporate retirement plans can be a vehicle for delivering these programs, but other options exist
