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A Bird's Eye View Blog

The Players Behind a 401(k) Plan

Building and maintaining 401(k) plans require a comprehensive array of administrative and investment professionals. They are subject to many rules and regulations from not just the DOL, but from...

The Pulse on the Defined Contribution World

The 2018 Annual DC Pulse Survey (by Blackrock and Market Strategies International) findings are in. In an effort to align the concerns and needs of plan sponsors and participants alike, we have...

Understanding Collective Investment Trusts (CITs) and their Benefits: Why the 90-Year-Old Investment Vehicle is Worth a Second Look

Our philosophy for retirement starts with the notion that no individual, family, or business is the same. So, no retirement plan solution should be made the same either. At Beaumont Capital...

Are You Walking Into a TDF Trap?

Few investment products currently garner more attention than target date funds. Launched 30 years ago, TDFs are the most common qualified default investment alternative used in 401(k)s today, and...

Four Tips from the DOL on Selecting Target Date Funds

As target date funds continue to expand in usage and popularity, we wanted to point out four things you might have missed in the 2013 Target Date Retirement Funds DOL memo, which also address what...

Which Investor Are You? Tips for Savings Success

Assuming contribution dollars and frequency are the same, which investor will have more at retirement given no market exposure? Investor A who starts contributing at age 22 but stops contributing...