Forward Thinking

Timely topics with plan fiduciaries in mind.

Latest Settlement in Higher Education
Fiduciary Governance

Latest Settlement in Higher Education

Earlier this month, another of the higher education institutions serving as defendants to a slew of class action suits relative their 403(b) plans settled. John Hopkins reached a settlement with their plaintiff group in an amount totaling $14 million.

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 ...