Today, the average 401(k) retirement plan relies heavily on the non-expert decisions of plan participants, who typically have no formal financial training. Because they lack financial expertise, ...

$823 billion dollars of assets currently reside in Target Date Funds as of June 30, 2016, according to Morningstar Research. ¹ Also, forty cents of every new dollar going into DC plans is invested in ...

The Challenge This client had been using the services of an insurance company bundled retirement plan product for over ten years with no service or fee benchmarking over that time frame. The client ...

57% of 401(k) and 403(b) retirement plans offered a stable value or investment contract fund to participants in 2015, and 19% of participants offered this investment actually utilized the fund in ...

For the fiscal year ending September 2013, the Department of Labor (DOL) closed 3,677 investigations on defined contribution retirement plans. Of that amount, 775 (21%) were triggered by participant ...

The Presidential Election Heats Up.... Global economies are turning their eyes to the US presidential election. Although world markets and economies absorb this leadership change every four years, ...