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July 14, 2017

Gen X Needs Retirement Planning Help

Much has been written about generations in the workplace, most of it focused on baby boomers and millennials. Just like...
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July 5, 2017

Plan Sponsors Ask…

  Q: We offer target date funds1 as the qualified default investment alternative (QDIA) in our defined contribution (DC) plan....
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May 6, 2017

Why Work with a CEFEX Advisor

The independent CEFEX Investment Advisor certification demonstrates fiduciary excellence at the firm, based on a best practice standard. Investment Advisory...
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April 19, 2017

Target Date Funds: Time to Move On?

A target date fund invests based on a particular date, such as the year of a participant’s projected retirement. For...
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April 5, 2017

Plan Sponsors Ask…

  Q: How important is it to deliver targeted messages as we attempt to engage, communicate with and educate different...
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January 18, 2017

U.S. Retirement Investors Favor Mutual Funds

 Mutual funds are king among U.S. investors, especially those participating in employer-sponsored retirement plans. That’s good news for sponsors, as...
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January 11, 2017

2016 Benchmark Study Reveals Encouraging DC Plan Data

In 2015, some encouraging trends emerged for defined contribution plans, according to a recent survey. New participant savings rates, increased...
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January 3, 2017

Plan Sponsors Ask…Participant Communication and TDF’s

 Q: We’re worried about our employees’ financial well-being and how it impacts their retirement readiness, or lack thereof. We want...
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October 12, 2016

How Does the New DOL Fiduciary Investment Advice Rule Impact Plan Sponsors?

As you probably know, the Department of Labor issued final guidance on the fiduciary rule in April. Now that the...
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April 12, 2016

Participation, Savings Rates Rising in DC Plans

Employee participation and deferral rates in America’s qualified retirement plans remained strong in 2015. In fact, participation was up 5%...
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