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October 19, 2017

2018 Retirement Plan Limits Announced

On October 19, 2017, the IRS announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related...
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October 4, 2017

Why Employers Are Offering Financial Wellness Tools and Education

Financial Wellness is reaching majority status... And you are likely among the majority that not only want to help employees...
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July 26, 2017

How Student Loans Impact Employee Retirement Savings and Income

Two recent studies examined the impact of student loans on retirement savings and income for Americans in two very different...
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July 21, 2017

Plan Sponsors Ask…

Q: Is choosing my plan’s qualified default investment alternative (QDIA) a fiduciary responsibility? What options do most DC plan sponsors...
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July 19, 2017

EBRI Survey: Confidence Levels Highest Among Retirees, Workers with Retirement Plans

Things seem to be looking up for American retirees these days. Two groups are most likely to feel confident about...
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July 18, 2017

DC Plans Alive, Well and Thriving

Although the private, employer-sponsored retirement plan system went through a shaky period during the 2008 financial crisis (when plan balances...
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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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