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Plan Advisors: How Are You Incorporating International Equity in Your Plan Menus?
Considering which asset classes should be represented in the international equity category for DC plan menus.
How to Build Plan Menus that Support Participants through Retirement
The importance of providing adequate diversification and drawdown strategies through retirement.
Getting Plan Menus “Just Right”
Finding the middle ground between too conservative and too aggressive in retirement plan menus.
Plan Talk: How to Engage and Motivate Retirement Plan Participants
How can plan sponsors communicate with participants to keep them engaged with their retirement plans?
What’s New in Fiduciary Breach Cases?
Anticipating the next generation of potential fiduciary failures and lawsuits.
Taking Stock of Emergency Savings Account Options
Exploring options for plan sponsors and business owners to help employees build up adequate savings.
Plan Talk: Best of 2020
2020’s final episode of Plan Talk highlights notable updates, trends and legal cases in the defined contribution space from the past year.
PEPs Are Coming: How to Position Your Practice for the New Pooled Employer Plans
How financial professionals can continue to add value for plan sponsors and business owners who choose to adopt PEPs.
Plan Talk: How to Use Client Motivations to Encourage Better Social Security Decisions
How the timing of claiming Social Security benefits can impact our long-term retirement goals.
Plan Talk: Assessing Fixed Income Options in Retirement Plan Lineups
The latest episode of Plan Talk focuses on the lack of adequate fixed income options in many retirement plan lineups.
Protecting Plan Participants from Cyberthreats in the Age of Remote Working
Plan sponsors should carefully screen service providers to help ensure plan participants are not vulnerable to cybersecurity threats.
Fixed Income in DC Plans Survey: A Discussion of Key Findings and Implications
A discussion of our recent survey exploring diversification in defined contribution plans.