For more than a decade, providers of defined contribution plans have been trying to solve the real challenge of retirement income. 401(k), 403(b), and 457(b) programs have been tremendously successful in helping participants (those with access to these plans) ...
The market continues to be a topic of conversation and questions from our clients, understandably! Taking a look at the market ...
Target date funds (TDFs) are one of four qualified default investment alternatives (QDIA) provided under the 2006 Pension ...
In what is becoming a familiar story, Washington University has agreed to settle the excessive fee lawsuit for $7.5 Million. This ...
Over the last week, the topic of cryptocurrency has been top of mind for us and our plan sponsor clients. We have responded to ...
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On April 4, the U.S. Government Accountability Office (GAO) released a report, “Defined Contribution Plans: 403(b) Investment ...
U.S. Gross Domestic Product (GDP) grew in the fourth quarter at an accelerated annualized pace of 6.9%, making 2021 the strongest ...
I am pleased to announce that our firm has established a Diversity, Equity, and Inclusion Committee. We recently spent several ...
We are excited to share that five of our advisors have been included in the 2022 PLANADVISER Top Retirement Plan Adviser list! ...
Update May 17, 2022 - To watch the recording of our presentation on this topic, click here.
The House of Representatives overwhelmingly passed the Securing a Strong Retirement Act of 2022 on a 414-5 vote. The Act is ...