As an institutional retirement plan consultant, I spend an enormous amount of time educating myself and staying current on Internal Revenue Service (IRS) rules, Department of Labor (DOL) rules and opinions, case law, capital markets, and investment products; ...
Your retirement plan audit has been completed, now what? You may think the completion of the audit ends the work to be done, but ...
Given the COVID-19 pandemic, I’ve had several clients request to cancel their March 31, 2020 investment reviews. Earlier this ...
With the current health and economic challenges presented by the coronavirus (COVID-19), organizations may be forced to downsize ...
Having recently finished our client meeting where we benchmark plan recordkeeping fees, I have received more than a few questions ...
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What is a mutual fund expense ratio? Well, we know that an expense ratio of a mutual fund is the fee you pay, expressed as a ...
In my third blog focused on automatic enrollment, I want to discuss the different types of automatic enrollment designs and ...
On July 17, I wrote the blog, Automatic Enrollment: Participant Perspective. In this post, I want to walk you through the ...
After concluding my second quarter client meetings, I was surprised by the number of clients who wanted to discuss how their ...
I work with a lot of 403(b) plans. This means my daily work life can be very complicated, especially when it comes to ...
Hopefully while you were celebrating the holidays this year you noticed the U.S. Congress passed, and on Dec. 22, 2017 President ...