Plan Investments

The Advisor Advantage: 5 Ways to Benefit from Partnering with a Retirement Plan Advisor
From decoding key ERISA regulations to keeping abreast of fees and providing educational support to workers, there are many responsibilities that plan sponsors possess. Some business owners even forgo offering a 401(k) to their employees because they fear they don’t have the time or expertise to manage a plan. However, whether it’s helping to attract  Read More →
Behavioral Finance and Plan Design: Four Ways to Boost Participation
Though many employees are aware that behaviors such as enrolling in and contributing sufficiently to their company 401(k) or 403(b) can help them prepare for a successful retirement, too often they fail to develop the necessary saving and investing habits. One reason for this may be an outsized influence of emotion, biases, and faulty heuristics  Read More →
401(k) Plan Investments in Cryptocurrency
The recently published Department of Labor Compliance Assistance Release 2022-01, titled “401(k) Plan Investments in “Cryptocurrencies,” should cause fiduciaries to pause in deciding to move ahead with the offering of crypto in their defined contribution plans. Although there have been rumblings of unofficial high-level comments in regards to cryptocurrencies from representatives of the DOL in  Read More →

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