March 14, 2017

Arnerich Massena Publishes New White Paper – Retirement Plan Best Practices: Plan Design

Arnerich Massena is pleased to announce the publication of a new white paper, Retirement Plan Best Practices: Plan Design. This paper is the second of a five-part series outlining retirement plan best practices; the series began with plan governance and will also cover investment menu construction, plan monitoring, and participant education. In Plan Design, we examine the factors that plan sponsors should consider as fiduciaries when making decisions about plan design, looking at how other plans handle different options and identifying some best practices.

“Many of the decisions plan sponsors make when designing their retirement plan have long-term and powerful effects on their employees’ retirement savings,” notes Terri Schwartz, managing director of institutional services and business development. “To make those decisions, they need to be aware of all the options and what their peers are doing in the marketplace. Our goal with this paper is to help employers make the decisions that will lead their participants to retirement readiness.”

Contributors to the paper include Ryan Cunningham, CAIA; Corrie Oliva, CFA; Jillian Perkins; Terri Schwartz; and Chris Van Dyke, CFA, CAIA.

To read the white paper, click here.