White Papers
Breaking Down QDIA Solutions
A dive into the history of QDIA and which type of QDIA might work best for your retirement plan.
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.
This webinar covers the benefits of running a vendor search, the timeline for running a search, best practices + much more!
Interested in learning more about how 457 plans work? This webinar compares and contrasts 457(b) and 457(f) plans for tax-exempt entities, reviewing the application of ERISA, eligibility, contributions, distributions, the security of assets, taxation of benefits, and more.
Watch this webinar recording for an observation of the developments in ERISA litigation over the last year and a discussion of what plan sponsors should take away from each decision or settlement.
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.