In a Twitter post recently, I quipped about the state of the retirement plan industry. For many years, mergers and acquisitions have continued to narrow the number of companies providing recordkeeping and administration services to the market. At the same ...
On June 14, the Senate Health, Education, Labor and Pensions (HELP) Committee approved the Retirement Improvement and Savings ...
For more than a decade, providers of defined contribution plans have been trying to solve the real challenge of retirement ...
Target date funds (TDFs) are one of four qualified default investment alternatives (QDIA) provided under the 2006 Pension ...
In what is becoming a familiar story, Washington University has agreed to settle the excessive fee lawsuit for $7.5 Million. This ...
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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 ...
We are pleased to share we have been included on the National Association of Plan Advisors’ (NAPA) Top DC Plan Advisor Teams list ...
On March 10, the Department of Labor (DOL) released Compliance Assistance No. 2022-01, which cautions plan fiduciaries to ...