Category: Outcomes

In the Sea of Sameness

In the sea of sameness set yourself apart and say something different. In an industry full of copycat products and similar solutions (albeit with different color schemes and logos affixed to the top of the proposals and marketing materials) consider offering something uncommon….. real value. We are open...

Managed Accounts are More Effective

Managed Accounts are More Effective Recently, PLANSPONSOR Magazine published their 2015 Defined Contribution Survey and in it was some very interesting data regarding managed accounts and outcomes.  One thing is very apparent in the survey; plans that use a managed account combined with an advisor acting in a...

The Self Help Aisle Will Never Go Away

Recently our Founder & CEO Dr. Greg Kasten was interviewed by U.S. News and World Report on the topic of Retirement Advice You Should Avoid. This subject is particularly relevant because it’s our opinion that participants aren’t suffering from a lack of advice or information. Our industry is...

What’s a Plan to Do?

“Some sponsors are just starting to think about outcomes, since in the past they thought they needed a retirement plan because that’s part of what it takes to attract employees.  But they had never thought about, ‘Is the plan supposed to do something? And if it is supposed...