Defined Contribution White Papers

Target Retirement Date Funds in Q1 2020

May 2020

The Evolution of the “Super Saver” Strategy 2020

April 2020

Cybersecurity – What Plan Participants Can Do to Protect Their Accounts and How Plan Sponsors Can Help

December 2019

The Evolution of Retirement Savings to Retirement Income

November 2019

The Evolution of the “Super Saver” Strategy

July 2019

Defined Contribution Retirement Plan Oversight – Considerations for Terminated Participants

June 2019

Evaluation of International Equities as an Asset Class

March 2019

Strategies and Tips for a Well-Run Retirement Plan Committee

January 2019

Health Savings Accounts Emerging as Key Employee Benefit

January 2019

A Retirement Plan Price Review is More Than a Review of the Price

January 2019

Successful Non-Profit Board Recruiting

November 2018

Retirement Plan Audits – How CPAs Can Differentiate Themselves in a Competitive Environment

November 2018

MLPs in Unrestricted Brokerage Windows Cause Complications for Plan Sponsors

April 2018

FANG’s Big Bite on U.S. Equity Returns

March 2018

Target Date Fund Selection – Actively Selecting a Passive Offering

September 2017

Acquisitions: Cyber Concerns to Consider

September 2017

The Tiered Investment Menu: A Behavior-Based Approach to Menu Design

May 2017

Leveling the Playing Field – Moving Past Revenue Sharing in Defined Contribution Plans

February 2017

ESG: A Brave New World of Investing

May 2016

IRS Guidance Creates “Super Saver” Opportunity for 401(k) and 403(b) Retirement Plans

February 2016

Workplace Financial Wellness Education: What Employees Want and Need

September 2015

Money Market Reform

April 2015

Is it Time For a Change? Best Practices in Retirement Plan Record Keeper Searches

April 2015

Board Governance – A Structured Framework

December 2014

Plan Design or Participant Education – What Truly Drives Retirement Readiness?

September 2014

The Other DC Plan: A Closer Look at Nonqualified Deferred Compensation Plans

October 2013

Fee Equalization: Is it Right for Your Organization’s DC Plan?

September 2013

A Fresh Start: Improving DC Asset Allocation Through Re-Enrollment

July 2013

Design Revolution – Fund Menu Tips for 403(b) Plan Sponsors

May 2013

DOL Issues Clarification to Participant Fee Disclosure Guidance

August 2012

Vendor Consolidation: Why Less is More & More is Less

August 2012

Thoughts on Income Generation & Replacement for Defined Contribution Plans

January 2012

Defined Contribution Legislative Happenings

October 2011

The Groom Law Group, Chartered, Discusses IRS Warning – No Carryover Suspense Accounts

October 2011

Navigating the Choppy Waters of Retirement Plan Oversight

October 2011

The Brave New World of the 403(b) Oversight Committee

August 2011

Stable Value Stabilizes but Challenges Persist

April 2011