Plan Optimization

Plan Optimization

Plan Optimization covers the many types of investments that advisors use to optimize or improve outcomes for plan sponsors in general, and plan participants specifically. Also included are behavioral finance, plan design and plan health. With a focus on outcomes becoming the major theme of the retirement industry — and plan advisors in particular — advisors will find insights and resources within these topics to help them achieve better results for their clients. In turn, this will help them be more successful.

Mixed Messages?

You’ve doubtless at some point in your career had someone walk up to you and say “I’ve got good news, and I’ve got some bad news.” Well, there was good news – and some not-so-good news about plan designs and participant behaviors in a recent industry survey.   Read More