Understand how participants view features such as re-enrollment and target date funds to gain perspective on their potential.
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?
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today’s fixed income markets.
Effective investment strategies and successful retirement outcomes depend on realistic spending projections
How plan sponsors are finding greater success with plan design
Plan sponsors are at their best with proactive advisors/consultants
Dan Notto, ERISA Strategist, discusses important changes to the retirement plan landscape if the SECURE Act were to be signed into law.
Manager selection is one of three critical levers utilized in constructing J.P. Morgan's SmartRetirement target date funds.
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.