Giving Thanks to Plan Participants, Plan Sponsors and the DOL

Thanksgiving is my favorite holiday. Lots of food, football, good cheer and you don’t have to buy presents. It is also a time to reflect and be thankful for the good fortune in our lives, and for those who love us or have helped us in some way. I am thankful to many in the retirement plan industry who I have partnered with and learned … Continue reading Giving Thanks to Plan Participants, Plan Sponsors and the DOL

Plan Sponsor, Plan Participants, Retirement Goals

A Mission of Retirement Plan Investment Design

Why Should Plan Sponsors Support a Mission of Investment Design? Plan design auto features—automatic enrollment, automatic escalation, and even safe harbor match, to name a few—have been hot topics. But what about investment design? Investments fall into the plan’s strategy when optimizing the retirement plan, and a carefully constructed investment menu can help participants maximize their retirement income potential. Unlike auto features and the added … Continue reading A Mission of Retirement Plan Investment Design