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Posts tagged ‘Retirement Plans’

Financial advisors: helping clients select a target date fund



I’ve blogged about how we’ve come to look at the use of target date investment options (commonly referred to as TDFs) as being in various stages with clients. It’s based on the fact that TDFs are a mature product, so plan sponsors are in different stages based on their situation. We look at…

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Three Options to Consider for Nondiscrimination Testing in a Merger Situation



Preparation has always been an important characteristic of my eight-year-old son. Ever since he was born he has always had an old soul and has been preparing for adulthood. Just the other day, we were grocery shopping and he requested to pick out his own tooth paste. He was looking for a tube of…

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