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 provisions that incent...

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

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

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

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

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

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

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

Regular readers of our blogs know that we broadly adhere, at least with respect to financial markets, products and services, to the adage “If it can’t be mea...

Have you ever wondered how Congresspersons who come into office without significant wealth seem to accumulate it over careers that often don’t span an averag...

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

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

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 and interviews: Final...

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 your review of the resp...

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

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

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 benefit plan, like ...

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

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

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 to be plan administ...