I am pleased to announce that our firm has established a Diversity, Equity, and Inclusion Committee. We recently spent several months inviting experts from outside the organization to educate our team on the issues of diversity, equity, and inclusion and how ...
We are excited to share that five of our advisors have been included in the 2022 PLANADVISER Top Retirement Plan Adviser list! ...
Update May 17, 2022 - To watch the recording of our presentation on this topic, click here.
The House of Representatives overwhelmingly passed the Securing a Strong Retirement Act of 2022 on a 414-5 vote. The Act is ...
We are pleased to share we have been included on the National Association of Plan Advisors’ (NAPA) Top DC Plan Advisor Teams list ...
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On March 10, the Department of Labor (DOL) released Compliance Assistance No. 2022-01, which cautions plan fiduciaries to ...
Russia has invaded Urkaine. What does this mean for plan sponsors and their participants? We know the unrest in Ukraine creates a ...
All large retirement plans will face challenges related to lost or missing participants. These are individual plan balances where ...
In a unanimous decision, the Supreme Court has revived the excessive fee lawsuit Hughes v. Northwestern University by returning ...
U.S. Gross Domestic Product (GDP) grew at a slower annual pace in the third quarter (2.3%), adversely affected by rising COVID-19 ...
In our first blog of this series focused on a committee's understanding of the importance of continuous growth for their ...