Education Materials & Whitepapers

Evolving Fiduciary Standards for Plan Sponsors

In this paper we examine the obligations of sponsors of defined contribution employee retirement plans (DC plans) relating to employee participation and investment selection.
Inside the Mind of Plan Sponsors – What they Care About and Want

The core desire that was found in this extensive research study is that sponsors want the plan to focus more on the participants needs.
10 Things You’re (Probably) Doing Wrong, or Not Doing Right as a Plan Fiduciary

Taking time to read this means that you are already doing better than most.