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An overview of defined contribution plan fiduciary types.

Considerations regarding money market funds and stable value funds in your DC plan investment lineup

From the Blog

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The HSA In Your Future: Defined Contribution Retiree Medical – Part 1*

April 25, 2018

On May 22nd in Dallas Texas I will be presenting this topic at the World at Work, Total Rewards Conference.  This is a preview of that presentation which starts by focusing on:   The projected range of post-employment medical coverage co read more >>

401(k) Trends … Where we’ve been … Where we may be headed – Part 2

April 23, 2018

NAPA 401(k) Summit This is a continuation of our last blog on 401(k) plan trends – past and future. In the prior post, I identified:Six 401(k) trends that have emerged over the past ten years, as documented in PSCA’s 60th Annual Surve read more >>

401(k) Trends - Where We’ve Been and Where We May be Headed – Part 1

April 18, 2018

As presented to attendees of the NAPA 401(k) Summit April 15-17.In February, the Plan Sponsor Council of America (PSCA) released the results our 60th Annual Survey of 401(k) and Profit Sharing Plans. read more >>

And, The Winner of the 401kRace Is....You

April 11, 2018

If you participate in your 401(k) plan, you win!  It is that simple.  Here are 10 steps to winning the 401kRace. read more >>

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