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Financial Wellness Reaching Majority Status

January 24, 2018 | Category: Participant Outcomes | Posted by Ashley Naab

Your company is likely among the majority that not only want to help employees with their non-retirement financial matters but also are offering tools to make it happen. That statement can be made with some degree of confidence, because according to the Aon Hewitt 2017 Hot Topics in Retirement and Financial Wellbeing report, 59% of […]

Income for Life from Target Date Funds

March 29, 2016 | Category: Governance, Plan Design | Posted by Doug Prince

It seems like everyone in the legislative and regulatory environment in Washington wants to see lifetime income solutions offered by retirement plan sponsors. Lifetime income solutions are currently available for plan participants but are not widely used due to fear of liability surrounding the lack of instruction and regulation.  Recently the IRS and the DOL […]

The Advantages of Adopting a Fee Policy Statement

November 11, 2015 | Category: Documentation, Fees & Expenses, Governance | Posted by Chase Sanders

Like an investment policy statement (IPS), a fee policy statement is designed to lay out guidelines for the plan sponsor to manage and document plan expenses. Also like an investment policy statements, fee policy statements are not required, however we believe it is a best practice and strongly encourage all of our clients to have […]