The Yale University case is one of the first excessive fee suits filed against a university 403(b) plan, and it has finally been decided, in favor of the university. The plaintiffs in this case alleged Yale’s management of the plan resulted in excessive ...
In our second blog in this series, we will dive deeper into the litigation surrounding managed accounts. When advisors and ...
This blog is the first in a series of three exploring advisor independence in managed account services and the role of a ...
SECURE 2.0 reduces the eligibility requirement from three years to two years and retains the 500 hours of service threshold. ...
SECURE 2.0 includes an optional provision allowing an employer to make matching contributions based on a participant's student ...
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SECURE 2.0 provides two optional opportunities for plan sponsors to provide participants access to funds for emergencies that ...
In the retirement plan industry, conducting regular audits is essential to ensuring compliance and optimizing plan performance. ...
As we continue growing our 100% employee-ownership structure, we are pleased to share that Hailey Fields and David Williams are ...
On February 23, 2023, the Employee Benefits Security Administration (EBSA) announced changes to the Form 5500 Annual Return and ...
We are pleased to share we have been included on the National Association of Plan Advisors’ (NAPA) Top DC Plan Advisor Teams list ...
I am honored to have been invited to participate in a panel discussion at the NAPA 401(k) Summit next month. Since the pandemic, ...