In this issue: Portfolio Patriotism—Domestic market optimism or inadvertent asset allocation?; Auditing Recordkeeper Statements—A Fiduciary Duty?; and Women in Retirement: 60 Percent Not Saving Enough.
Keeping employers and plan sponsors up-to-date about retirement plan management and fiduciary concerns.
In this issue: Target Date Funds – Does One Size Really Fit All; Qualified Versus Nonqualified Plans; Plan-Level Rate of Return – Useful or Useless; Returns-Based Versus Holding-Based Style Analysis.
In this issue: Fixed Income: A Sinking Ship or Much Ado About Nothing; When Participants Retire, Should Their QDIA Retire as Well?; and Benchmarks Are Not Created Equal.
In this issue: Time to reset long-term investment return expectations for participants, should a retirement plan implement a fee policy statement, and company stock and fiduciary considerations.
In this issue: Alternatives investments in your lineup, millennial workers require special plan sponsor menu design, partial plan terminations, and may any employee join the retirement plan committee.
In this issue: Large cap funds, retirement plan committee decision-making, fiduciary risk when using industry average reports to determine fee reasonableness, and written QDRO procedures.
In this issue: Assessing the international equity markets, 2017 Tax Saver’s Credit, and IRS/DOL Plan Error Self-Correction Programs.