Forward Thinking

Timely topics with plan fiduciaries in mind.

Settlor vs. Plan Expenses in the COVID-19 Era
Plan Design

Settlor vs. Plan Expenses in the COVID-19 Era

The COVID-19 virus is having an unprecedented impact on employers of all shapes and sizes, and many are having to review employee benefit plans to see what steps may be necessary to reduce costs until the economy stabilizes. Plan sponsors have spent the early ...

Change Starts Early

Change Starts Early

We were recently interviewed by an organization looking for an investment consultant to help make big changes to their retirement ...

Pick a Lane
Plan Design

Pick a Lane

Back on June 12, we published a blog on how fee compression is impacting the retirement plan consulting industry and how firms ...