Some of you may be fatigued by the term “fiduciary rule” and rightfully so because the saga of the Department of Labor (DOL) fiduciary rule has been going on for several years. The DOL proposed its first iteration of the rule in 2010 and re-proposed the rule ...
My colleague, Erik Daley, recently wrote a blog on the trends we are seeing in recordkeeping fees. Every year during the second ...
Last month I wrote a blog about new guidance the Department of Labor (DOL) issued regarding economically targeted investments ...
Firmwide we completed our annual review of retirement plan costs, benchmarking them against our peer ranges. Yet again, prices ...
Back on May 31, I wrote a blog post relating to the 19 class action cases brought against higher education institutions. That was ...
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Occasionally, we are asked about the use of custom portfolios, whether target date or target risk portfolios, for use in defined ...
The past month has been a busy one for the 19 class action cases making their way through federal courts across the country.
Multnomah Group’s investment philosophy rests heavily on the belief that “beating the market” is exceptionally difficult. Our ...
I work with a lot of 403(b) plans. This means my daily work life can be very complicated, especially when it comes to ...
Morningstar recently published their review of the target date product marketplace through 2017. Since 2008, target date mutual ...
In 2004, the Department of Labor (DOL) launched the “Getting it Right – Know Your Fiduciary Responsibilities” campaign. The ...