Recent retirement plan litigation continues to be focused on retirement plan costs. One of the simpler allegations in those cases is that plan sponsors used more expensive, retail versions of investment products that could be purchased in institutional share ...
On February 23, 2023, the Employee Benefits Security Administration (EBSA) announced changes to the Form 5500 Annual Return and ...
We are excited to share that six of our advisors have been included on the 2023 PLANADVISER Top Retirement Plan Adviser list! The ...
Recently, two large recordkeepers, Empower and TIAA, announced plans to expand their wealth management services. These services ...
On March 22, the Federal Reserve approved an additional rate hike of 0.25%, bringing the benchmark federal funds rate to a range ...
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Two banks, Silicon Valley Bank & Signature Bank, collapsed in a crisis that evolved over the last few weeks. Silicon Valley ...
The clash on the use of environmental, social, and governance (ESG) factors in making investment decisions continues to wage on. ...
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 ...