The Retirement Institute

    Aug 7, 2017

Fee Levelization

by:

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

by:

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

by:

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

by:

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

by:

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.

by:

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

    Apr 13, 2017

The Ever-Evolving Landscape of ERISA Lawsuits

by:

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

    Mar 24, 2017

Going Purely Passive May Raise Litigation Risk Exposure

by:

In response to the wave of 401(k) fee litigation in recent years, many plan sponsors have concluded that...