Retirement Times – December 2021
2021 has been a challenging year for many of us but as we reflect on it, we realize how important you have been to our company.
Retirement Times – November 2021
High turnover and loss of talent can seriously undermine an organization’s productivity and profitability. But there are strategies you can use to help stem the tide.
Retirement Times – October 2021
In this age of relying heavily on technology, it is vital to take the necessary cyber security precautions. You want to make sure that all sensitive information is highly protected.
Retirement Times – September 2021
Sadly, many are struggling under increased budgetary and inflationary pressures, which can put retirement readiness at risk – or out of reach altogether.
Retirement Times – August 2021
Understanding attitudes toward investing and the cognitive biases that can lead participants astray is key to helping employees of all ages.
Retirement Times – July 2021
Our 2018 report on Bitcoin (BTC), and the conclusions therefrom, remain relevant today. In short, the prudence in adding Bitcoin to a retirement plan is questionable, at best.
Retirement Times – June 2021
If You are Going to Exclude Active Funds from Your Retirement Plan Investment Lineup, Have Darn Good Reasons.
Retirement Times – May 2021
Plan sponsors and retirement plan committees are likely to encounter a myriad of industry-related naming devices and designations.
Retirement Times – April 2021
The template Investment Policy Statement (IPS) is crafted by a team of ERISA attorneys and investment professionals.
Retirement Times – March 2021
Investment refresh is an optional extension to automatic enrollment whereby participants would be notified that, as of a certain date, their current investment allocation will be transferred to the plan’s qualified default investment alternative (“QDIA”) investment.