The Retirement Institute

    Nov 6, 2017

Four Risk Experts on What Solid Risk Management Looks Like


Solid risk management is only becoming more and more crucial...

    Aug 7, 2017

Fee Levelization


There are a number of actuarial calculations that take place in a fee-levelization arrangement, based on numerous variables, and a more nuanced understanding should be obtained...

    Jul 31, 2017

It’s Never Really Free


Understanding fee arrangements within retirement plans is imperative for a plan sponsor. While there is a number of ways that an employer can pay for a retirement plan...

    Jun 19, 2017

Cheaper Isn’t Always Better, but a Prudent Process Is


While assessing the current state of the defined contribution retirement landscape, there are a number of...

    Jun 9, 2017

Ignorance Is Not Bliss for Plan Fiduciaries


For companies that provide a defined contribution retirement benefit to their employees, continuous plan management and administration are an ongoing responsibility, even when...

    May 25, 2017

The 411 on Sponsors’ Fiduciary Role


The Employee Retirement Income Security Act of 1974 (ERISA) rules apply to the fiduciaries of a broad range of employer-sponsored plans, including...

    May 15, 2017

Three Flavors of Retirement Plan Advisors. At Least for Now.


There is no universally recognized best approach, but there are important...

    Apr 13, 2017

The Ever-Evolving Landscape of ERISA Lawsuits


A rash of recent class action lawsuits has rattled defined contribution (DC) plans across the United States.