U.S. Gross Domestic Product (GDP) rose at an annualized pace of 2.6% in the fourth quarter of 2022, a slower pace than recorded in the third quarter, in which GDP rose 3.2%. GDP results owed mainly to an increase in private inventory investment, consumer, ...
As we continue growing our 100% employee-ownership structure, we are pleased to share that Hailey Fields and David Williams are ...
Recent retirement plan litigation continues to be focused on retirement plan costs. One of the simpler allegations in those cases ...
On February 23, 2023, the Employee Benefits Security Administration (EBSA) announced changes to the Form 5500 Annual Return and ...
Recently, two large recordkeepers, Empower and TIAA, announced plans to expand their wealth management services. These services ...
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On March 22, the Federal Reserve approved an additional rate hike of 0.25%, bringing the benchmark federal funds rate to a range ...
Two banks, Silicon Valley Bank & Signature Bank, collapsed in a crisis that evolved over the last few weeks. Silicon Valley ...
The clash on the use of environmental, social, and governance (ESG) factors in making investment decisions continues to wage on. ...
We are pleased to share we have been included on the National Association of Plan Advisors’ (NAPA) Top DC Plan Advisor Teams list ...
In 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act introduced a new retirement savings vehicle ...
I am honored to have been invited to participate in a panel discussion at the NAPA 401(k) Summit next month. Since the pandemic, ...