When it comes to managing a retirement plan, most fiduciaries focus on visible fees—recordkeeping, investment management, and advisory costs. But there’s a lesser-known revenue stream that could be quietly impacting your plan’s bottom line: float earnings.
At our company meeting this week, our team explored the growing impact of incentives on the retirement plan industry. While ...
Who really benefits from a fiduciary breach? This week, Erik reflects on insights gained from a recent conference with research ...
The Department of Labor (DOL) is reviewing its position on ESG investing and whether cryptocurrency is an appropriate investment ...
The U.S. defined contribution retirement system is massive, estimated at $12.4 trillion at the close of 2024. While not all plans ...
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The White House is considering a directive to expand 401(k) plan access to private equity investments. This move, bypassing the ...
In this week’s update, Erik breaks down two major developments that highlight the increasing influence of private equity in the ...
It is with great pride that we share with you that our manager research analyst, Rebecca Dobson, has officially earned the ...
Two recent judicial decisions may throw cold water on the newest trend in ERISA litigation, plan sponsors' use of forfeitures. ...
In our Fiduciary Focus this week, Erik shares insights from a recent due diligence visit with a national managed account ...
The latest GDP data revealed that the U.S. economy shrank in Q1. The primary driver behind this contraction was the heavy net ...