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 Taft-Hartley defined contribution plan investments be trustee- or participant-directed? It depends…
Dan Notto discusses the idea of open multiple employer plans (MEPs) and their potential to help narrow the retirement coverage gap.
ERISA Strategist Dan Notto discusses the potential for retirement plan legislation under a new administration.
Plan sponsors need to balance the benefits that custom target date strategies might offer with the required expertise, time and costs.
Taft-Hartley Newsletter Spring/Summer 2019
Glossary of terms
In-plan retirement income solutions: Fiduciary considerations for defined contribution plan sponsors
Dan Notto, ERISA Strategist, discusses key considerations for DC plan sponsors thinking about offering in-plan retirement income solutions.
Dan Notto, ERISA Strategist, discusses important changes to the retirement plan landscape if the SECURE Act were to be signed into law.
Article focusing on manager selection process - one of 3 critical levers utilized in constructing J.P. Morgan's SmartRetirement target date funds.