You may also be interested in:

Articles

Large Defined Contribution Plans Lead the Way

  • By Charles Stallings
  • Published: 7/8/2014

A recent State Street article, "The Benefits of Big," highlighted the fact that large defined contribution plans outperform smaller plans in nearly every category, including participation, savings rates and account balances. As a result of these successes, recent legislative proposals have extended many of the large plans’ best practices to smaller plans.

State Street identified automatic enrollment, automatic contribution escalation, and simplified investment menus as key components of a “well-structured” plan.  The State Street article also included an endorsement for CIEBA membership.

The full State Street article can be found here

Data Quality for Financial Professionals
Wednesdays, July 24 - August 7
This three-part series aims to demonstrate how financial professionals can attack data quality proactively, with special emphasis on the first steps they can take. This course illustrates the benefits that finance departments can reap by attacking data quality proactively. 
Learn More

Copyright © 2018 Association for Financial Professionals, Inc.
All rights reserved.