White Papers
Recordkeeping RFPs: How to Prepare, Review and Evaluate Vendors
A toolkit for plan sponsors to better understand how to conduct a successful recordkeeping RFP.
A toolkit for plan sponsors to better understand how to conduct a successful recordkeeping RFP.
A review of the DOL's 8 guidelines for target date funds.
A dive into the history of QDIA and which type of QDIA might work best for your retirement plan.
Read our in-depth look at target date fund glidepath ranges.
Planning to conduct a recordkeeping vendor search? Here are the steps to follow for a best practice search.
Eight review categories for plan sponsors to consider when conducting a recordkeeping RFP.
When properly drafted and followed, an Investment Policy Statement (IPS) can be a valuable tool to assist plan fiduciaries in managing and mitigating investment-related risk. Read our quick review guide to learn what material you should and should not include in your IPS.
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While there is no specific format or technical language that an Investment Policy Statement (IPS) is required to include, there are some categories of content a plan sponsor might considering incorporating into a best practice IPS.
Read our resource on the five categories of materials a plan sponsor should include in their fiduciary file.
This webinar covers the benefits of running a vendor search, the timeline for running a search, best practices + much more!
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.