Late last year, MSCI and S&P Dow Jones Indices announced changes to their Global Industry Classification Standard (GICS®). The current Telecommunication Services sector will be renamed Communication Services. As part of this change, later this month ...
Recently, Fidelity made headlines by cutting the fees on a number of their index mutual funds in a targeted effort to undercut ...
Investment menu design is a key fiduciary responsibility that each retirement plan Committee will undertake. Committees and their ...
It is challenging to compare fees within stable value pooled fund products. The level of transparency differs for each manager as ...
Over my last several blog posts, I have been detailing the ancillary revenue sources that have allowed retirement plan ...
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Over the summer, I have been working on a handful of pieces related to pricing in the defined contribution recordkeeping ...
Once upon a time, asset custodians and recordkeepers were selected based on the quality of the investment products they managed ...
As you map out your benefits strategy for the coming year, what’s on the menu? Do you have a high deductible health plan (HDHP) ...
The Federal Reserve (Fed) began raising the Fed Funds Rate, which is the benchmark interest rate banks charge one another for ...
In my third blog focused on automatic enrollment, I want to discuss the different types of automatic enrollment designs and ...
On July 17, I wrote the blog, Automatic Enrollment: Participant Perspective. In this post, I want to walk you through the ...