In what is becoming a familiar story, Washington University has agreed to settle the excessive fee lawsuit for $7.5 Million. This case followed a path like many other cases. The district court originally dismissed the claims stating that the plaintiffs failed ...
Over the last week, the topic of cryptocurrency has been top of mind for us and our plan sponsor clients. We have responded to ...
On April 4, the U.S. Government Accountability Office (GAO) released a report, “Defined Contribution Plans: 403(b) Investment ...
I am pleased to announce that our firm has established a Diversity, Equity, and Inclusion Committee. We recently spent several ...
The House of Representatives overwhelmingly passed the Securing a Strong Retirement Act of 2022 on a 414-5 vote. The Act is ...
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The IRS announced 2022 dollar limits on benefits and contributions for qualified retirement plans.
I started my career in retirement plans inauspiciously. I had graduated from the University of Iowa, was engaged to be married to ...
Last week, the Department of Labor (DOL) proposed a rule to explicitly permit plan fiduciaries to consider environmental social ...
When discussing retirement plan fees, recordkeeping expenses are usually the primary focus for plan fiduciaries. The reasons for ...
We are pleased to share our Technical Services Committee has released our 2021 Regulatory Update!
The Government Accountability Office (GAO) recently conducted a study on retirement plan participants’ understanding of the fees ...