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Time to Refresh Your IPS: An Expert’s View
Three areas where well-intentioned but unclear or outdated IPS language can create problems for plan sponsors.
Fixed Income in Retirement Plan Lineups: When Traditional Risk Assessment Methods Fall Short
Why using traditional methods to assess the risks associated with certain diversifying fixed income categories may prove to be problematic.
Fixed Income in Retirement Plan Lineups: Gaining a Better Understanding of Specific Risks
A discussion of how certain fixed income categories can expose participants to unnecessary risk despite the diversification benefits they might provide.
Fixed Income in Retirement Plan Lineups: Spotlight on Diversification
A discussion of how to help ensure adequate diversification among the fixed income options included in plan menus.
Fixed Income in Retirement Plan Lineups: Addressing Overlap
Addressing the potential for overlap in retirement plan menus in the Core and Core-Plus fixed income categories.
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.