Retirement Resources

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Reference materials specific to retirement plans and planning.
z - Cover Image: Plan Fees Benchmarking Primer

Plan Fees and Benchmarking

This primer examines the importance of fee benchmarking, a critical service that helps plan sponsor clients fulfill their ERISA fiduciary responsibilities and differentiate themselves in a crowded marketplace.

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z - Cover Image: Annual Retirement Plan Checkup

Annual Retirement Plan Checkup

One of the most important components of an annual plan check-up is benchmarking plan metrics to determine how well it measures up to other plans. Regular benchmarking can identify potential weaknesses and provide an opportunity to recommend enhancements. This worksheet provides topics that may be appropriate for a plan’s annual check-up.

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z - Cover Image: Strategies for Maximizing Retirement Savings

Strategies for Maximizing Retirement Savings

This article explores three different types of employee contributions that can be included in a 401(k) plan and illustrates how each contribution type aligns with different retirement savings objectives.

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