Can you hear the bells ringing? It’s that time of year to review your to-do list of fiduciary responsibilities. Ask yourself the following questions to make sure you are on top of your responsibilities and liabilities.
Complying with ERISA 404(c)
Webinar Replay - Investment Trends
COVID-19 INSIGHTS FOR RETIREMENT PLAN SPONSORS
As of March 2020, the COVID-19 pandemic has made its impact throughout the United States. Not only has it had a significant effect to the economy, it has changed nearly every Americans way of life. It has most definitely made its mark on your company, which may present serious financial difficulties for your employees. Given the immediate financial impact that many individuals are facing, employers and retirement plan administrators should expect to receive inquiries from plan participants regarding access to retirement savings.
Too Many Choices: How Many Investment Options Should You Offer?
How Many Investment Options Should You Offer?
Ten Reasons to Roll Over Into Your Plan Versus an IRA
Tips to Weather a Turbulent Market
With the recent market volatility, it’s understandable that you may be concerned about your investments. Volatile markets can make you wonder if you’re on track to meet your retirement goals. Don’t be discouraged and most of all, don’t panic. Instead, be proactive! Consider the following steps you should be taking in both up and down markets:
How Do You Monitor a Dash? Evaluating Cash Equivalent Funds
Collective Trusts - The Fastest Growing Investment Vehicle Within 401(k) Plans
For almost a century, collective investment trusts (CITs) have played an important role in the markets. They were originally introduced in 1927. A 2016 study showed that they are the fastest growing investment vehicle within 401(k) plans, with 62 percent of asset managers believing their clients will shift from mutual funds to CITs.¹