Forward Thinking

Timely topics with plan fiduciaries in mind.

McLaughlin Earns CIMA® Certification
Investment Consulting

McLaughlin Earns CIMA® Certification

We are pleased and proud to share that our consultant Hailey McLaughlin has earned her Certified Investment Management Analyst (CIMA®) certification. The CIMA® certification is an advanced professional education and certification program for advisors who ...

Change Starts Early

Change Starts Early

We were recently interviewed by an organization looking for an investment consultant to help make big changes to their retirement ...

Pick a Lane
Plan Design

Pick a Lane

Back on June 12, we published a blog on how fee compression is impacting the retirement plan consulting industry and how firms ...