The U.S. defined contribution retirement system is massive, estimated at $12.4 trillion at the close of 2024. While not all plans are governed by the Employee Retirement Income Security Act (ERISA), ERISA and its associated rules and case law significantly ...
It is with great pride that we share with you that our manager research analyst, Rebecca Dobson, has officially earned the ...
On April 2, President Trump announced new tariffs on nearly all major trading partners. The average tariff rate across countries ...
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Each year, our DEI Committee works to serve as an authentic and proactive filter to assess policies, procedures, and programs ...
Inflation & the Federal Reserve The Federal Reserve has held rates at a recent high of 5.25-5.50% since July 2023. Ending ...
At some point, all good plan fiduciaries will need to make changes to their investment menu. This could be a simple replacement ...
ERISA Overview: The Employee Retirement Income Security Act of 1974 (ERISA) regulates employee benefit plans, including pension ...
Senators have introduced bill S.4917 to allow the use of Collective Investment Trusts (CITs) in 403(b) plans. This mirrors the ...
Inflation & the Federal Reserve At their June meeting, the Federal Reserve continued to hold rates at 5.25-5.5%, a position ...