I work with a lot of 403(b) plans. This means my daily work life can be very complicated, especially when it comes to consolidating recordkeepers for my clients. More often than not, 403(b) plans have more than one vendor with which a participant may actively ...
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 ...
Over the past couple of years, defined contribution plan recordkeepers have modified their set of services to account for ...
On April 23, 2018, the Employee Benefits Security Administration (EBSA) of the Department of Labor (DOL) issued the Field ...
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“Choosing a financial professional is an important decision,” says the Securities and Exchange Commission (SEC), in its recently ...
I had a chance to watch some of Mark Zuckerberg’s testimony to Congress. The past 24 months have helped inform the entire country ...
Later in the month, my colleague will be hosting a webinar on the significant uptick in participant litigation against retirement ...
We all intuitively know that picking actively-managed mutual funds solely based on past performance is a bad idea. In fact, ...
As a retirement plan advisory firm, we devote a significant amount of time to assisting plan sponsors in the selection and ...
The Chicago Mercantile Exchange (CME) provides a continuously updated look into the implied probability of policy changes from ...