Learn how the Target Date Compass program can help you compare, select and monitor target date funds, and document the evaluation process.
Dan Notto, ERISA Strategist, discusses important changes to the retirement plan landscape if the SECURE Act were to be signed into law.
Target date funds can’t afford to be passive
Success starts with a proactive philosophy
Proactive plan design is trending
In-plan retirement income solutions: Fiduciary considerations for defined contribution plan sponsors
ERISA Strategist, Dan Notto, discusses key considerations for DC plan sponsors thinking about offering in-plan retirement income solutions to retired employees.
Public Pension Newsletter for website
Taft-Hartley defined contribution plans: The pros and cons of trustee- vs. participant-directed investment
Should trustees of Taft-Hartley plans manage the plan investments themselves or permit participants to direct the investment of their individual accounts?
Findings from our 2018 Defined Contribution Plan Participant Survey
Three ways to manage spending volatility during the transition into retirement