As we work with clients on their retirement plan investment menus, I have increasingly been looking back on our work from 2008 – 2009. The COVID-19 pandemic has caused tremendous market volatility, and in response to that volatility, the Fed has reduced ...
Yesterday, the Senate passed HR 6201, a House-passed coronavirus (COVID-19) bill focused on establishing funding for Emergency ...
Too much has now been written and said about the SECURE Act and the fact that it is the “most substantial piece of retirement ...
Last year, I wrote a piece outlining how many retirement plan consulting firms are changing their structure and approach to ...
Every client we work with has established committees that are responsible for providing oversight, governance, and ultimately ...
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Last week, Massachusetts Institute of Technology (MIT) became the most recent higher education institution to settle a case ...
We were recently interviewed by an organization looking for an investment consultant to help make big changes to their retirement ...
Earlier this month, another of the higher education institutions serving as defendants to a slew of class action suits relative ...
Back on June 12, we published a blog on how fee compression is impacting the retirement plan consulting industry and how firms ...
Last year, I worked on a piece that addressed the changing nature of retirement plan recordkeeping and the potential impact on ...
Richard Thaler, Nobel laureate and professor of behavioral science and economics at the University of Chicago’s Booth School of ...