Newsletter 3-31-2016

04 April 2016 Savings into Perspective Memo 1

04 April 2016 Retirement Times Print 1

01 January 2016 – How Long Will Your Money Last Memo

01 January 2016 Retirement Times Print

Why Should Plan Sponsors Support a Mission of Investment Design?

Plan design auto features—automatic enrollment, automatic escalation, and even safe harbor match, to name a few—have been hot topics. But what about investment design? Investments fall into the plan’s strategy when optimizing the retirement plan, and a carefully constructed investment menu can help participants maximize their retirement income potential. Unlike auto features and the added expense that comes with them, investment design benefits participants with little or no incremental expense by the participants or the plan sponsor. October 2015