We partnered with a new client in 2017 to complete a detailed review of their retirement plans. The goal was to improve investment performance, reduce plan expenses and improve participant outcomes.
Download our guide to help understand what the Employee Retirement Income Security Act (ERISA) (and similar state laws) requires for retirement plans, how committees have typically functioned, and how committees will need to function to be successful and sustaining for years to come.
We believe there are six areas where recordkeeping vendors have tried to monetize their relationship with retirement plans. This plan sponsor guide focuses on the fourth way of generating excess revenue ?ĂÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂÄÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂ???????ĂÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂÄÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂ??????ĂÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂÄÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂ???ĂÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂÄÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂÄÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂ????ĂÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂÄÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂ??????ĂÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂÄÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂ??cross-selling retail financial products. For plan sponsors, it is important to understand how recordkeepers cross-sell retail financial products and what the plan sponsor?ĂÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂÄÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂ???????ĂÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂÄÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂ??????ĂÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂÄÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂ???ĂÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂÄÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂÄÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂ????ĂÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂÄÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂ??????ĂÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂÄÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂ?ĂÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂÄÂĂÂÄÂĂÂĂÂĂÂÄÂĂÂ???????s obligation is to reduce or eliminate such cross-selling.
Interested in learning more about how 457 plans work? This webinar compares and contrasts 457(b) and 457(f) plans for tax-exempt entities, reviewing the application of ERISA, eligibility, contributions, distributions, the security of assets, taxation of benefits, and more.
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ERISA requires 408(b)(2) disclosures. This short resource helps plan sponsors understand what it is and why it's required.
This discussion guide is intended to help facilitate a retirement plan committee's review of the primary services offered by their recordkeeper(s).
When it comes to conducting manager selection, it is the things unseen that are the key to having confidence in the manager's ability to outperform in the future. This short resource guide provides a look into how we conduct our investment manager due diligence.
Our Fiduciary Education for Your Retirement or Investment Committee resource walks through the importance of continued fiduciary education for current and new committee members.
Our "Best Practices for Managing a Retirement Plan Committee" plan sponsor resource walks though the most important items to address and follow in items in running and managing a retirement plan committee.
What is a Pooled Employer Plan (PEP)? This + many more questions answered in our PEP FAQ.
During this webinar, we cover the the reasons for fund mapping, the DOL guidance on fund mapping, and three common fund mapping strategies + more