Forward Thinking

Timely topics with plan fiduciaries in mind.

McLaughlin Earns CIMA® Certification
Investment Consulting

McLaughlin Earns CIMA® Certification

We are pleased and proud to share that our consultant Hailey McLaughlin has earned her Certified Investment Management Analyst (CIMA®) certification. The CIMA® certification is an advanced professional education and certification program for advisors who ...

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 ...