Investment Re-enrollment Can Improve Retirement Outcomes [Video]
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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 →
Changing Plan Providers: Moving Participant Investments
Once you’ve made the decision as plan sponsor and fiduciaries to move your organization’s retirement plan to a new recordkeeper, one of the following questions becomes what to do with participant investments. It’s very likely that the plan will have a new investment lineup when it moves to the new provider. As fiduciaries, you are  Read More →
Top Re-Enrollment Misperceptions [Infographic]
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 →

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