Employer and Retirement Plan Sponsor Resources
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Q: We added automatic enrollment a few years ago and are considering adding auto...
Q: Despite our promoting the use of a financial planner or advisor in their reti...
Q: We are interested in any data you have regarding employees who take loans fro...
Q: How often should we benchmark our plan fees? A: According to Callan’s 2024 DC...
Q: Based on employee feedback, our plan committee is considering adding lifetime...
Q: Over the past year, we’ve seen a growing percentage of our plan assets invest...
PLAN SPONSOR’S QUARTERLY CALENDAR JULY Conduct a review of second quarter payrol...
Q: Our committee is considering adding a collective investment trust (CIT) to ou...