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  • 6 investment menu best practices for 401(k) and 403(b) plans

    April 15, 2014

    How does your investment fund line-up compare to the market? Do you have too many investment options or too few? Regular blogger Robert C. Lawton outlines some best practices with regard to investment menus.


  • Getting beyond wellness mythology

    April 14, 2014

    Many wellness models are based on mythology. Myths like all plans should have disease management, or everyone needs to work on heart disease prevention. How to get past the noise and on to effective interventions? Look closely at your own group – its people, its illnesses, and its work environment.


  • The failure of fee disclosure regulations

    February 18, 2014

    While the intent of DOL fee disclosure regulations was to benefit retirement plan participants, results indicate there is much left to be desired. Employees have no idea what to look for or what their 401(k) fees even mean.


  • 403(b) plans can no longer avoid federal government scrutiny

    February 5, 2014

    Some 403(b) plan sponsors believe that if they are exempt from ERISA, they cannot be held accountable as an acting-fiduciary. This is a misconception.


  • MyRA proposal seeks to solve problem that doesn’t exist

    January 29, 2014

    In this commentary, one retirement plan adviser says government efforts and taxpayer funds would be better directed to educating employees on the importance of contributing to their 401(k) accounts and providing additional tax incentives for those few employers that have not already established a 401(k) plan.


  • Making wellness work

    October 29, 2013

    Brokers need to start communication earlier to implement a successful outcomes-based plan.


  • Get more out of voluntary

    October 29, 2013

    Four turnkey solutions to the problem of true benefits engagement.


  • Co-fiduciary

    September 27, 2013

    To be one or not to be one? That is the question for all brokers.


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