The Department of Labor’s final regulations for electronic delivery of ERISA-required disclosures provides two safe harbors. Plan administrators that adopt e-delivery could save considerable time and money.

Many investors are familiar with real estate, but are not familiar with holding real estate as an asset in a self-directed IRA.

In recent years, alternative assets have become more accessible for individual investors. Plan fiduciaries can now add private equity to defined contribution plan investment line-ups.

If 2020 has you reassessing your risk tolerance and investment strategy, broadening portfolio asset allocation may help reduce risk and improve long-term outcomes.

Relationship Managers from our Retirement Services team share how they foresee the industry changing, and how the COVID-19 pandemic impacts their connection with clients.