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.
Glossary of terms
Paper analyzes legal principles and industry practices and addresses misconceptions about re-enrollment.
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.
This infographic provides a high-level overview of the key findings from our 2016 Defined Contribution Plan Participant Survey Findings.
Learn how re-enrollment is beneficial for participants and plan sponsors: the benefits, for starters, include potential for improved asset allocation and stronger protection from investing liability.