Forward Thinking

Timely topics with plan fiduciaries in mind.

News from Capitol Hill
Fiduciary Governance

News from Capitol Hill

For those following retirement plan regulation and legislation, it has been a busy few days.  At the end of last year, there were efforts to pass comprehensive retirement plan legislation, but those efforts ultimately failed.  This year, major retirement plan ...

Never Stop Learning
Tax Exempt

Never Stop Learning

Routinely, we get our consulting team together in Portland for short collaborations. During this time, we can both share ideas ...