3 mistakes plan sponsors make that cause trouble
Originally published on Benefits Pro By Mark Dixon and Susan Shoemaker With one in three retirement plans audited by the Internal Revenue Service or Department…
Tag Archives: Susan Shoemaker
3 mistakes plan sponsors make that cause trouble
Originally published on Benefits Pro By Mark Dixon and Susan Shoemaker With one in three retirement plans audited by the Internal Revenue Service or Department…
5 steps to a successful financial wellness plan
Originally published on Benefits Pro By Susan Shoemaker and Mark Dixon Financial wellness is a hot trend, as organizations are trying to help employees better…
5 steps to a successful financial wellness plan
Originally published in Benefits Pro By Susan Shoemaker and Mark Dixon Financial wellness is a hot trend, as organizations are trying to help employees better…
Plan sponsors should beware the managed account default option
Originally published in Pensions & Investments By Mark Dixon and Susan Shoemaker The world of 401(k) and 403(b) retirement plan sponsors has been somewhat nightmarish in…
The devil may be in the default option
Originally published on Pensions & Investments By Mark Dixon and Susan Shoemaker Participants in 401(k) plans often feel stymied about picking an investment mix when…
Better than a raise: How companies are giving employees more money
Originally published in CNBC By Mark Dixon and Susan Shoemaker Many of America’s workers are in ill health these days — at least financially. And that…
Anthem and Chevron suits seen as a worrisome trend
By Mark Dixon and Susan Shoemaker, Partners of Plante Moran Financial Advisors Headline-grabbing suits against Boeing Co., Anthem Inc., Chevron Corp.and others over excessive fees…
Retirement plans’ fees and expenses face increasing scrutiny
Originally published in Pensions & Investments By Mark Dixon and Susan Shoemaker Organizations beware: Workers are becoming much savvier about investigating fees and other costs…
CEOs Must Monitor Their Company’s Retirement Plans or Take Responsibility for Costly Mistakes
Originally published in Chief Executive Magazine By Mark Dixon and Susan Shoemaker The 9-0 decision in May held that fiduciaries of plans governed by the Employee Retirement…