Financial Services & Wealth Management News
August 31, 2020

“Scoring the Progress of Retirement Savers”

More Good News Scoring the Progress of Retirement Savers, a recent report by Empower shows that the median projected income replacement among participants in our study […]
August 31, 2020

Are You Hearing About Financial Wellness?

Employers have heard a lot about financial wellness. However, employers don’t always recognize the connection between financial wellness and improved retirement savings behavior as well as […]
August 31, 2020

Four Tips for Increasing Your Retirement Dollars

Don’t Cash Out Retirement Plans When Changing Employment When you leave a job, the vested benefits in your retirement plan are an enticing source of money. […]
July 27, 2020

Allowable Plan Expenses: Can the Plan Pay?

The payment of expenses by an ERISA plan (401(k), defined benefit plan, money purchase plan, etc.) out of plan assets is subject to ERISA’s fiduciary rules. […]
July 26, 2020

Collective Investment Trusts — The Fastest Growing Investment Vehicle Within 401(k) Plans

For almost a century, collective investment trusts (CITs) have played an important role in the markets. They were originally introduced in 1927. According to a 2020 […]
June 25, 2020

Are Your Participants Experiencing a Fee Imbalance?

Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began to consider the appropriateness of the […]