On April 23, 2018, the Employee Benefits Security Administration (EBSA) of the Department of Labor (DOL) issued the Field Assistance Bulletin No. 2018-01 to provide guidance to plan fiduciaries with respect to their responsibilities in considering ...
“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, ...
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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 ...
As the reliance on defined contribution plans for retirement security continues to grow, participants are required to make ...
A U.S. District Court ruled recently to certify a large class of plaintiffs in the Employee Retirement Income Security Act ...
2017 was one of the least volatile years on record for the U.S. equity markets. The average daily level of the VIX, a measure of ...
We all have heard that the U.S. stock market has historically produced an annualized return of 8%. This 8% is used as the input ...