In our last post we introduced the major areas of an important new piece of legislation, the SECURE Act. In that post we described the...

The Setting Every Community Up for Retirement Enhancement Act of 2019 or “Secure Act” just became law. The broad-brush purpose of the Act...

In this series we are considering whether there are clear indicators or “signposts” that investors can follow to decrease their chances...

Each year about this time, the Employee Benefits Security Administration (EBSA) of the U.S. Department of Labor issues a Fact Sheet that...

In our first post in this series, we acknowledged the compelling force of the theoretical and empirical evidence leading to provisionally...

In our earlier post, How Does the Arithmetic of Active Management Add Up?, we presented what we called the “classic passive management...

Recently Fred Barstein, of Retirement Advisor University fame, wrote an excellent little piece for Investment News on the Top 10...

Recently, the U.S. Department of Labor released its final rule on association retirement plans, advertising in its press release that it...

Regular readers of our blogs know that we broadly adhere, at least with respect to financial markets, products and services, to the adage...

Have you ever wondered how Congresspersons who come into office without significant wealth seem to accumulate it over careers that often...

The Securities and Exchange Commission just finalized the rule it proposed last year about this time. Although the rule itself is quite...

In Part One of this series, we generally discussed socially responsible investments (SRIs) and environmental, social, and corporate...

This is the third and final installment of the series. Be sure to read Part One and Part Two if you've missed them. Candidate selection...

This is Part Two in a three-part series. Read Part One here. Response evaluation You should also budget another four-to-six weeks for...

As a plan sponsor, you are required to understand all of the fees that are associated your organization’s retirement plan benefit...

There is a highly political aspect to Socially Responsible Investing (SRI) in retirement plans that gets reflected in the DOL rules...

by FPG The most important part of any benefits package is managing it in a way that is beneficial to your employees. Because a retirement...

by FPG When investing, you want to be certain that your financial advisor has your best interest at the forefront of their mind. Several...

by Edward Lynch Over the last decade, employers who sponsor retirement benefits such as 401(k) and 403(b) plans have become much more...

By Charles G. Humphrey Anyone who works with small 401(k) plan sponsors knows that they have none of the time, patience, skills or desire...