The recent news that Principal is in discussions to acquire the retirement plan recordkeeping business of Wells Fargo has raised the topic of recordkeeping consolidation again. Consolidation of recordkeeping providers has been a long-term trend in the ...
Each year, our firm completes our review of retirement plan costs, benchmarking them against our peer ranges. In 2018, we ...
As we prepare to close the first quarter of 2019, I think we can all take a breather from the fourth quarter of 2018. We ...
Required Minimum Distributions (RMDs) can be a headache for everyone: participants, plan sponsors, and administrators. They can ...
For their many faults, retirement plans have become one of the most useful tools for generating middle-class wealth.
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With the New Year comes an interest in New Year’s resolutions. For plan fiduciaries that offer a managed account solution, I ...
The play Glengarry Glen Ross covers two days in the lives of desperate real estate agents trying to sell land to unwitting ...
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 ...
A topic we see crop up again and again with our clients is financial wellness programs. We continue to see interest from clients ...
Over my last several blog posts, I have been detailing the ancillary revenue sources that have allowed retirement plan ...