The clash on the use of environmental, social, and governance (ESG) factors in making investment decisions continues to wage on. In November 2022, the Department of Labor (DOL) issued a final rule related to ESG investing. The rule allowed retirement plan ...
We are pleased to share we have been included on the National Association of Plan Advisors’ (NAPA) Top DC Plan Advisor Teams list ...
In 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act introduced a new retirement savings vehicle ...
I am honored to have been invited to participate in a panel discussion at the NAPA 401(k) Summit next month. Since the pandemic, ...
On Friday, March 10, Silicon Valley Bank collapsed after its parent, SVB Financial, shared that it sold its bonds at a ...
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The Department of Labor (DOL) introduced a final regulation at the end of 2022 allowing fiduciaries to take Environmental, Social ...
As a retirement plan consultant, I have seen first-hand the significant impact that choosing the right recordkeeper can have on ...
How can plan sponsors mitigate risk against possible fee litigation? During this short video, Breion Rollins discusses the ...
Multiple lawsuits were filed this summer alleging the use of the BlackRock LifePath suite of target date funds in retirement ...
As an employer, one of your top priorities is likely to ensure that your employees are happy and productive. Financial wellness ...
Retirement can be a challenging time for anyone, but several issues unique to women can make it even more difficult. Here are six ...