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Are Managed Accounts the Right Solution?

Managed account options are generating more attention in the retirement savings arena. But, do they make sense (and dollars) for your plan and its participants?

Tailored assistance to investors who want help crafting a well-rounded portfolio sounds like a great idea. But it doesn’t make sense for everyone. Review your plan, participants and other considerations before taking the plunge into more sophisticated and more costly investment options.

Liability Changing for Plan Sponsors as Fiduciaries

The Department of Labor “Fiduciary Rule” requires those who advise people on their retirement plans to act in their clients’ best interests when they provide investment advice for compensation. While partially “implemented” on June 9, 2017, the DOL rule’s complete implementation has been further delayed until July 1, 2019. During the interval, however, there are actions employers and other plan sponsors should consider taking now to proactively minimize risk exposure until a final measure is in effect.

Give Plan Participants What they Need to Boost Retirement Confidence

Companies and institutions that sponsor retirement savings plans work hard to develop attractive options that will encourage participants to save and invest for retirement. However, in spite of considerable efforts (and resources spent) to educate plan participants on the fund choices, the value of the benefit and company matches, employees are not taking full advantage of their plan and many are not feeling secure their retirement savings are adequate.

PlanPILOT Recognized as a Top 100 Retirement Plan Adviser

PlanPILOT Named to 2018 PLANADVISER Top 100 Retirement Plan Advisers

CHICAGO, ILFebruary 01, 2018 – PlanPILOT is pleased to announce it has been named as one of the 2018 PLANADVISER Top 100 Retirement Plan Advisers.

PlanPILOT Recognized as a Top 100 Retirement Plan AdviserThe PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out in the industry in terms of a series of quantitative measures. These include the dollar value of employer-sponsored retirement plan assets under administration (AUA), as well as the number of plans under advisement.

PlanPILOT was recognized in the “Large Teams With $3.5 Billion or More in Retirement Plan Assets Under Advisement” category.