Retirement Services

BMO DC IQ™

dciq-overview
BMO DC IQ™ Mar 20 Overview of a Nine-Part Framework

Introducing our nine-part series outlining a concise framework for analyzing retirement plan effectiveness. What constitutes a successful 401(k) plan? Since the inception of the...

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Plan Design

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BMO DC IQ™ Automatic Features (Part 1 of 3 on Plan Design) Apr 24

Five questions for plan sponsors about automated features and how these answers can lead to a more intelligently designed defined contribution plan.

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BMO DC IQ™ Rollovers (Part 2 of 3 on Plan Design) Jun 19

Three steps plan sponsors can take to help their employees consolidate their retirement saving and make their financial goals more attainable.

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BMO DC IQ™ Investments (Part 3 of 3 on Plan Design) Aug 20

Three keys to constructing an investment menu that empowers plan participants, improves asset allocation and promotes plan utilization.

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Participant Utilization

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BMO DC IQ™ Participation and Contribution Rates (Part 1 of 3 on Participant Utilization) Oct 20

Thoughtful design, combined with meaningful goals and focused communications can increase benefits to the plan sponsor as it boosts participation.

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BMO DC IQ: Investing Behavior
BMO DC IQ™ Investing Behavior (Part 2 of 3 on Participant Utilization) Dec 15

Combat behavioral biases and improve participant decision making with tailored communications strategies for each type of investor.

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BMO DC IQ™ Outflows (Part 3 of 3 on Participant Utilization) Feb 16

Five ways for plan sponsors to effectively limit outflows and help participants keep more of what they’ve saved.

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Operational Efficiency

dciq-banner-timeliness
BMO DC IQ™ Timeliness (Part 1 of 3 on Operational Efficiency) Apr 20

From contribution processing to call centers, operational timeliness standards can help strengthen a 401(k) plan while keeping it in compliance.

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BMO DC IQ™ Accuracy (Part 2 of 3 on Operational Efficiency) Jun 15

Seven steps a plan sponsor should take to reduce the potential for in-plan errors.

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BMO DC IQ™ Value (Part 3 of 3 on Operational Efficiency) Aug 17

Twelve ways a recordkeeping partner can add value to a 401(k).

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