Tag: 401(k) Administration

Practice Management

January 18th, 2024

How to Properly Document 2024 Plan Meetings

A retirement plan auditing expert provides a primer for recording minutes accurately and with maximum value for retirement plan committee...

In Practice

July 11th, 2023

Cogent: Advisers Should Lean Into 401(k) Cost-Cutting Conversations

A new Cogent report shows plan sponsors are more likely to direct heightened scrutiny, including cost-cutting, toward their retirement plans.

Events Spotlight

DCIO and Investment Menu Survey

Grande Lakes, Orlando | April 20th, 2020

Industry Intelligence

THOUGHT LEADERSHIP

Interest Grows in Finding New Uses for Stable Value

MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles in new ways. PLANADVISER spoke with Thomas Schuster, senior vice president, stable value and investment products, and Warren Howe, national sales director, stable value and DCIO [defined contribution investment only] markets, at MetLife, about the study findings.

Sponsored by MetLife

THOUGHT LEADERSHIP

Inside TIAA’s $294B Investment Engine

TIAA CIO Emily Wiener discusses the firm’s approach to its General Account portfolio.

Sponsored by TIAA

THOUGHT LEADERSHIP

The Retirement Income Dilemma

What are we solving for and what have we learned so far?

Sponsored by MFS Investment Management