Forward Thinking

Timely topics with plan fiduciaries in mind.

SEC Target Date Risk Alert
Investment Consulting

SEC Target Date Risk Alert

On Nov. 7, 2019, the Securities and Exchange Commission’s (SEC) Office of Compliance Inspections and Examinations (OCIE) issued a Risk Alert covering target date funds. The Risk Alert was based on the OCIE staff’s examination of over 30 target date fund ...

Pick a Lane
Plan Design

Pick a Lane

Back on June 12, we published a blog on how fee compression is impacting the retirement plan consulting industry and how firms ...