Explore how index construction has changed and why that change now carries real fiduciary weight.
Tag: investments
When chaos reigns, stay boring with standard investing strategy
How your investment strategy can help you weather market and geopolitical chaos.
Can a case be made for active management?
Active vs passive investing. Learn more about the upsides, the risks, and how investors should be looking ahead.
Retirement investors must have a solid plan to handle economic turmoil
Investors can create a solid investment plan that will help them weather economic turmoil and set themselves up for future gains.
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.
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.
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.
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.
