Over the summer, I have been working on a handful of pieces related to pricing in the defined contribution recordkeeping marketplace. The fee for explicit services continues to contract, and we have been highlighting those revenue enhancement areas, where ...
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 ...
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On July 17, I wrote the blog, Automatic Enrollment: Participant Perspective. In this post, I want to walk you through the ...
In this, our second in the series on factor investing (you can find the first blog here), we dissect the return premium inherent ...
FTSE Russell provides a series of U.S. equity indexes that are commonly used benchmarks for both active and passive investors. ...
After concluding my second quarter client meetings, I was surprised by the number of clients who wanted to discuss how their ...
A strong U.S. economy gave the Federal Reserve confidence to raise interest rates again in June to a new target range for the fed ...
We’re excited to share with you that we have moved to a new office location in the U.S. Bancorp Tower in downtown Portland! As ...