The Internal Revenue Service (IRS) has announced the cost‑of‑living adjustments affecting pension plans and other retirement-related limitations for the 2019 tax year. Although many of the limits remain unchanged from 2018, some of the highlights include:
Having recently finished our client meeting where we benchmark plan recordkeeping fees, I have received more than a few questions ...
In my last post I discussed some of the fundamental beliefs that serve as the starting point for our work with retirement plan ...
The Federal Reserve Open Market Committee (FOMC) raised the Target Federal Funds Rate (Fed Funds) to the range of 2.00% to 2.25% ...
Just days after the 10th anniversary of the start of the 2008 –2009 market crash, volatility has returned. On Wednesday, the Dow ...
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The U.S. economic expansion continued into its tenth year as the nation’s second-longest expansion on record. Real GDP grew at a ...
I am writing this blog post on the 10-year anniversary of the beginning of the great recession of 2008. On Oct. 9, 2007 the Dow ...
What is a mutual fund expense ratio? Well, we know that an expense ratio of a mutual fund is the fee you pay, expressed as a ...
Late last year, MSCI and S&P Dow Jones Indices announced changes to their Global Industry Classification Standard (GICS®). ...
Recently, Fidelity made headlines by cutting the fees on a number of their index mutual funds in a targeted effort to undercut ...
Investment menu design is a key fiduciary responsibility that each retirement plan Committee will undertake. Committees and their ...