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Posts from the ‘Advisors’ category

Third Defined Benefit “Relief” Law Less Charming to Plan Sponsors



With the third major pension funding relief law passed in just over three years, defined benefit (DB) plans seemingly occupy a charmed position on the legislative docket. Plan sponsors investigating the details of the latest relief bill, however, may find it somewhat less charming than its…

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Why you monitor target date funds



This is the final installation of my blog series on the four stages of a target date investment option (TDF) (read the series). Here, I’ll talk about the importance of monitoring a TDF in a retirement plan’s investment lineup. The Department of Labor has outlined that a plan fiduciary has the…

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