Forward Thinking

Timely topics with plan fiduciaries in mind.

Evaluating Index Funds
Plan Design

Evaluating Index Funds

The past decade has seen explosive growth in passive, index investments. This growth has been for good reasons; these funds provide broad diversification, low costs, and have generally outperformed the average active investment products within their peer ...

3 C's of QDIA
Plan Design

3 C's of QDIA

Of the three most common Qualified Default Investment Alternative (QDIA) solutions, (1) balanced fund, (2) target date funds, and ...