December, 2018 - Happy Holidays from Culver Investment
November, 2018 - How and When to Pay Plan Expenses With
October, 2018 - How do you monitor a Dash? Evaluating
Cash Equivalent Funds
September, 2018 - Use Plan Analytics to Evaluate Your
August, 2018 - This Won't Hurt a Bit - It's Time to Include
Health Care in a Holistic Retirement Strategy
July, 2018 - Exchange Your Old Retirement Solutions for New
June, 2018 - Are You Prepared for an IRS Audit?
May, 2018 - Have You Conducted a Fee
April, 2018 - What Happens When You Deposit Employee
March, 2018 - Oversimplification in Target Date Funds
Endangers Participants' Retirement Savings
February, 2018 - Weather or Not, Stay Invested
January, 2018 - HSAs: A Tax Trifecta Investment
December, 2017 - Happy Holidays from Culver Investment
November, 2017 - Your Newest Employee Benefit - Student
Loan Debt Repayment Assistance
October, 2017 - Do You Send Participant Notices Via
Email? Should You?
September, 2017 - Portfolio Patriotism - Domestic market
optimism or inadvertent asset allocation?
August, 2017 - Target Date Funds - Does One Size Really Fit
July, 2017 - Fixed Income: A Sinking Ship or Much Ado About
June, 2017 - Time to Reset Expectations
May, 2017 - Should You Rock Alternative in Your
April, 2017 - Did Someone Order a Large?
March, 2017 - Assessing the International Equity
February, 2017 - No Beneficiary Designation - Who Gets the
January, 2017 - To Bond or Not to Bond?
December, 2016 - Happy Holidays from Culver Investment Company, LLC!
November, 2016 - Getting the Biggest Bang for Your Buck!
October, 2016 - The Scorecard – A Former
Portfolio Manager’s Perspective
September, 2016 - “Conflict of Interest” or “Fiduciary” Rule: A Plan Sponsor’s Q&A –
August, 2016 - “Conflict of Interest” or “Fiduciary” Rule: A Plan Sponsor’s Q&A – Part I
July, 2016 - The High Price of Yield and Perceived Safety
June, 2016 - Reversing Inertia
May, 2016 - Oversimplification in Target Date Funds Pt. 2
April, 2016 - Oversimplification in Target Date Funds
March, 2016 - 2016 Tax Saver's Credit
February, 2016 - A Turbulent Start to 2016
January, 2016 - Fiduciary Liability Insurance
December, 2015 - Happy Holidays from Culver Investment Company, LLC!
November, 2015 - Financial Wellness Insights: Millenials vs. Generation Xers & Baby Boomers
October, 2015 - A Mission of Retirement Plan Investment Design
September, 2015 - DOL Regulations, Part II: Who is Not a Fiduciary?
August, 2015 - DOL Regulations, Part I: Who is a Fiduciary?
July, 2015 - Tibble v. Edison International
June, 2015 - The Most Important Assumption
May, 2015 - Active Managers Can Add Value
April, 2015 - 2016 Budget Proposals Support Retirement Goals
March, 2015 - Safe Harbor Regulations Rethought
February, 2015 - Is the Oil Price Decline Beneficial to the U.S. Economy?
January, 2015 - Qualified Plan Governance
December, 2014 - Happy Holidays from Culver
November, 2014 - Case Study Automatic Enrollment Revisted
September, 2014 - Index Funds - More Than Meets the Eye
August, 2014 - Time Flies - The Importance of Historical Scores
July 2014 - What to Expect When Transitioning Providers
June 2014 - Determining Fee Resonableness of a Retirement Plan Recordkeeper
May 2014 -
Weathering All Market Conditions
April 2014 -
3(16) ERISA Fiduciary Definition
March 2014 -
Investment Policy Statement Review: Beyond the Obvious
2014 - The Three Funds We Recommend
- Retirement Income Solutions with Guaranteed Minimum Withdrawal Benefits
2013 - Happy Holidays from Culver Investment Company, LLC
2013 - Fixed Income Investing in a Rising Rate Environment
- Let Plan Design Show Us the Way
2013 Newsletter - To Loan Or Not To Loan
Newsletter - Fees
Newsletter - Target Date Fund Analysis
Newsletter - Automatic Contribution Escalation
Newsletter - Is Your Company Match Achieving its Objective?
Newsletter - Why is it so Hard to Take a Hardship Withdrawal?
Newsletter - Courageous Plan Design
2013 Newsletter - Q4 2012 Review, Bond Bubble?
Newsletter - Float is a Bad Thing, Return of GIC's, How America Saves
2012 Newsletter - Year in Review, 408(b)(2) Disclosures, 3(21) vs 3(28)
2012 Newsletter - Market Review Q3 2012, 2013 Plan Limits, Steps for Plan Success
Newsletter - Target Date Funds, 404(a)(5) Overview
2012 Newsletter - Hardship Distributions, DC Trends, Scorecard
Newsletter - Market Review Q2 2012, Online Tools, Participant Survey
Newsletter - No Matching, QDRO Procedures, Asset Distribution
Newsletter - 408(b)(2) Disclosures, Partial Plan Termination
Newsletter - Market Review Q1 2012, Stable Value Funds, ERISA 3(21) vs 3(38)
Newsletter - Corrective Actions, 404(a) vs 404(c), Monitor Asset Allocation
Newsletter - Fund Styles, Record Retention, Retirement Plan Trends
2012 Newsletter - Income Products, PSCA Annual Survey, Company Stock