SECURE Act | Top 10 Key Provisions

                  Download the Top 10 Key Provisions for the SECURE Act here.   

Growing, Slowing and Not Knowing

2018 Fourth Quarter Video Update

College Savings Planning

Questions to ask when selecting a Section 529 Plan When comparing 529 plans, consider these questions to determine if a particular plan has the flexibility to meet your needs. Are […]

Patience is a Virtue | A watch-list manifesto

By Chris Karam, Chief Investment Officer As a lifelong Detroit Lions fan — yes, we exist — I have witnessed just about every which way a professional football team has […]

Retirement Plan Governance | Understanding the role of a benefit plan committee

Retirement plan sponsors and other plan fiduciaries face harsh consequences if they fail to satisfy the stringent standards set forth under ERISA. The best way for fiduciaries to protect and […]

The Rules of Roth | Are pretax deferrals or roth contributions better for your employees?

Each of your workers has a unique story, and some demographics in particular may benefit from Roth options in the company’s retirement plan. Young workers, employees in lower tax brackets, […]

Back to Basics | How to measure plan objectives

Is your company’s retirement plan helping employees save adequately for the future? Are older workers retiring in a timely manner to make way for new talent? An effective retirement plan […]

For Hire | Which investment professional is right for my plan?

Are you considering sponsoring a retirement plan for your employees? Perhaps you already sponsor a plan and would like additional help making decisions, such as choosing the best investments for […]

Get Well | 3 simple ways to kickstart a healthy 401(k) plan

by Sheri Fitts, Chief Marketing Officer It’s no secret that human resources professionals and CEOs have a lot going on. Each day, they are pulled in many directions, from managing […]

Improving the Target Date Fund Selection

According to Morningstar’s 2013 Target Date Series Research Paper, over 92% of the open-ended mutual fund target date assets reside at just 10 money management firms. Of those 10 money managers, 8 offer record keeping services. This white paper offers a road map to help plan sponsors determine whether the current target solution is the appropriate choice.

Improving the ROI on your Non-Qualified Deferred Compensation Plan

How to Effectively Use Your NQ Plan to Gain a Competitive Advantage in Today’s Marketplace.