Given the COVID-19 pandemic, I’ve had several clients request to cancel their March 31, 2020 investment reviews. Earlier this week, as part of this conversation, my client asked if their Investment Policy Statement (IPS) required them to take any action. ...
In response to the coronavirus pandemic, the Coronavirus Aid, Relief, and Economic Security Act (CARES) Act was signed by the ...
The COVID-19 virus is having an unprecedented impact on employers of all shapes and sizes, and many are having to review employee ...
As Erik Daley wrote last year, we have three committees that govern and drive our consulting activities. These committees are ...
We are very honored to share that we have been recognized as a 2020 Best Places to Work for Financial Advisers as announced by ...
Sign-up to receive our blog posts straight to your inbox.
Earlier this month, the Trustees of Princeton University settled a class action suit brought by participants in their retirement ...
The U.S. economy came to a halt as the coronavirus (COVID-19) pandemic caused the sudden and historic shutdown of most aspects of ...
As we work with clients on their retirement plan investment menus, I have increasingly been looking back on our work from 2008 – ...
The CARES Act includes a provision to allow Coronavirus Related Distributions (CRDs) of up to $100,000. This can have a ...
The CARES Act is complicated! Never fear, retirement plan sponsors everywhere are asking the same questions about how the CARES ...
With the current health and economic challenges presented by the coronavirus (COVID-19), organizations may be forced to downsize ...