At some point, all good plan fiduciaries will need to make changes to their investment menu. This could be a simple replacement of a poor-performing fund or a complete overhaul of the investment menu when transitioning to a new recordkeeping provider. Each ...
The past decade has seen explosive growth in passive, index investments. This growth has been for good reasons; these funds ...
In response to concerns about slowing global economic growth resulting from the spread of the coronavirus, the U.S. Federal ...
On Nov. 7, 2019, the Securities and Exchange Commission’s (SEC) Office of Compliance Inspections and Examinations (OCIE) issued a ...
Historically, the retirement plan industry has focused on a single goal: successful retirement plan outcomes. This statement ...
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My colleagues have written extensively on the topic of recordkeeping fee compression and the alternative ways that recordkeeping ...
In my last blog post, I discussed retirement plan recordkeeping consolidation and the market dynamics driving consolidation. ...
The recent news that Principal is in discussions to acquire the retirement plan recordkeeping business of Wells Fargo has raised ...
With the New Year comes an interest in New Year’s resolutions. For plan fiduciaries that offer a managed account solution, I ...
Recently, Fidelity made headlines by cutting the fees on a number of their index mutual funds in a targeted effort to undercut ...
My colleague, Erik Daley, recently wrote a blog on the trends we are seeing in recordkeeping fees. Every year during the second ...