Ensuring plan fees are reasonable. Strong majorities of plan consultants and DC specialists consider it a priority to keep ...

Best practice is to start the audit process—including audit firm selection—as early as 90 to 120 days before the plan ...

A recent paper published by the National Bureau of Economic Research (NBER) demonstrated that new retirement plan sponsors generally are unaware of startup tax credits available to them, and almost ...

Recently there was another robust report on the state of American savings. This time it was Vanguard, more specifically their How America Saves 2025 report, one of my favorites be ...

Three retirement plan industry and academic heavy hitters are out with a new paper that finds retirement investors' allocation preferences and accumulated savings become more diverse with age.

Having a firm grasp on the basics of the different retirement share classes (R shares for short) will help you more quickly dial in potential solutions for clients and have more comprehensive ...

The BIG news of the quarter is that there is none—or, more specifically, it’s what didn’t happen on Capitol Hill rather than what did.

In practice, Asad and I have identified three major pain points in offshoring: Communication issues that result in rework and wasted time. Stressful deadlines that lead to delays in completing work.