TLB 9.15.16

White Papers by PlanPILOT

  • ESG & Retirement Plans: The Case for Greater Compatibility

    Environmental, social and governance (“ESG”) investing is growing in its understanding, acceptance and usage in the retirement plan industry. While considering the use of these strategies, it is an important part of plan fiduciary oversight to assess them thoughtfully and consistent with ERISA’s...
  • Protecting Your Retirement Plan From Lawsuits: “What keeps you awake at night?”

    In today’s retirement plan world, the expanding role of the retirement plan fiduciary and the threat of lawsuits is likely to be near the top of responses to that question. While there can be no assurance of being able to avoid litigation, there are steps a plan sponsor can take to minimize the...
  • Smart Beta Investing: What Retirement Program Fiduciaries Need to Know

    Smart beta (or factor-based) investing is growing in its understanding, acceptance and usage in the asset management industry. While the use of stand-alone options using these strategies in retirement plans is limited due to their primarily ETF presence, their usage inside of asset allocation...
  • The New Era of Fee Transparency: Making Sense of the Details

    New laws, new regulations and additional requirements have been appended to retirement plans. But one constant has been the role of the fiduciary, and the obligation to put the best interests of participants first. One of the most important fiduciary responsibilities is to understand the...
  • OCIO: Meeting the Challenges of Effective Implementation and Oversight

    No longer a new concept, the Outsourced Chief Investment Officer (OCIO) model has become a way of life to many endowments and foundations globally. Properly implemented, outsourcing an investment program’s oversight can help a not-for-profit organization address a lack of internal resources,...