White Papers
Recordkeeping RFPs: How to Prepare, Review and Evaluate Vendors
A toolkit for plan sponsors to better understand how to conduct a successful recordkeeping RFP.
A toolkit for plan sponsors to better understand how to conduct a successful recordkeeping RFP.
A review of the DOL's 8 guidelines for target date funds.
A dive into the history of QDIA and which type of QDIA might work best for your retirement plan.
Read our in-depth look at target date fund glidepath ranges.
Planning to conduct a recordkeeping vendor search? Here are the steps to follow for a best practice search.
Eight review categories for plan sponsors to consider when conducting a recordkeeping RFP.
When properly drafted and followed, an Investment Policy Statement (IPS) can be a valuable tool to assist plan fiduciaries in managing and mitigating investment-related risk. Read our quick review guide to learn what material you should and should not include in your IPS.
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While there is no specific format or technical language that an Investment Policy Statement (IPS) is required to include, there are some categories of content a plan sponsor might considering incorporating into a best practice IPS.
Read our resource on the five categories of materials a plan sponsor should include in their fiduciary file.
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law in December 2019 and contains provisions that seek to expand access to lifetime income within retirement plans. Review those provisions in our fact sheet.
When anticipating a merger or acquisition, coordinating and analyzing the impact of changes in employee benefits is often the last item of consideration. This guide draws attention to the issues facing organizations when there are changes in ownership or changes in the sponsorship of an employee benefit plan.