2021 Regulatory Update
We are pleased to share our Technical Services Committee has released our 2021 Regulatory Update!
Timely topics with plan fiduciaries in mind.
We are pleased to share our Technical Services Committee has released our 2021 Regulatory Update!
Let's recap, so far we've covered our three guiding priciples to investment menu design, what we look for within an investment ...
New York is my favorite city in the country to visit. I fell in love with it as a teenager and have visited dozens of times since ...
Today NAPA announced its 2021 Top Women Advisor nominees, and we are very proud to share that our consultant and director of ...
So far in this series, we've covered our three guiding priciples to investment menu design and what we look for within an ...
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The Government Accountability Office (GAO) recently conducted a study on retirement plan participants’ understanding of the fees ...
Three years ago, the 403(b) excessive fee case of Sacerdote v. New York University was decided in favor of New York University. ...
Over the course of a series of blogs, our investment research team is discussing our investment manager selection process for ...
Over the course of the next several blogs posts, our investment research team will be discussing our investment manager selection ...
ERISA Section 408(b)(2) requires service providers to the plan to provide the plan’s fiduciaries with the information they need ...
On July 16, the Internal Revenue Service (IRS) announced changes to the Employee Plans Compliance Resolution System (EPCRS). ...
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