Conducting a vendor search can be a detail-laden, time-intensive process that takes up to six months to complete. If the vendor search results in the selection of a new vendor, the conversion can disrupt the norm and create anxiety. Why would a plan sponsor ...
This blog is the first in a series of three exploring advisor independence in managed account services and the role of a ...
The clash on the use of environmental, social, and governance (ESG) factors in making investment decisions continues to wage on. ...
In 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act introduced a new retirement savings vehicle ...
I am honored to have been invited to participate in a panel discussion at the NAPA 401(k) Summit next month. Since the pandemic, ...
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The Department of Labor (DOL) introduced a final regulation at the end of 2022 allowing fiduciaries to take Environmental, Social ...
How can plan sponsors mitigate risk against possible fee litigation? During this short video, Breion Rollins discusses the ...
Multiple lawsuits were filed this summer alleging the use of the BlackRock LifePath suite of target date funds in retirement ...
Retirement can be a challenging time for anyone, but several issues unique to women can make it even more difficult. Here are six ...
The number of retirement plan provisions in SECURE 2.0 is expansive, and we know that can feel overwhelming for a plan sponsor. ...
In August, The Retirement Income Institute published a paper titled “Race/Ethnicity, Saving, and Postretirement Outcomes.” The ...