Investment Re-enrollment Can Improve Retirement Outcomes [Video]
Top Re-Enrollment Misperceptions [Infographic]
Are your plan participants properly allocated or could they benefit from an investment re-enrollment? Investment re-enrollment – the process of requiring participants to reconfirm their investment elections, then re-allocating their balance into the plan’s qualified default investment in absence of an election – can be very impactful to overall plan health and the retirement outcomes Read More →
U.S.-Heavy Portfolios: Domestic Market Optimism or Inadvertent Asset Allocation?
How long ago did your longest-employed 401(k) plan participant select their investments and allocation? A few months ago, or perhaps a few years? Do you know? Many employees tend to select their investments and allocation upon initial enrollment and then “set it and forget it”, not revisiting their selections as they age or as major life Read More →
Globalization of the world economy has increased exposure to international investments, yet equity portfolios in general remain largely home biased today. This may be a good time for participants to reevaluate their asset allocation to see if they may be exhibiting a home country bias— or displaying overly optimistic expectations about the domestic market and/or Read More →