Wealth Management Clients Retirement Plans Health and Welfare
Library Resources About Us Contact Us

Retirement Plans

Firm

Mandate

Guidance

Dimensional DC

There is one clear trend that has emerged over the last three decades.

A trend that has employers shifting away from traditional pensions and more towards defined contribution plans. This has created new opportunities and challenges for many employers. Within the passage of the Pension Protection Act, plan sponsors now have added liability and a fiduciary burden that is daunting for most.

Given the backdrop of increased potential liability for plan sponsors, our focus remains on key aspects of retirement plans:

  • Fee transparency
  • Plan Design
  • Education
  • Monitoring