Insights


Showing entries from 2018.

Show all >


25

Jun 2018

Socially Responsible Investing: What Retirement Plan Sponsors Need to Know

Interest in environmental, social and governance (ESG) investing has soared, however, the way in which retirement plan sponsors approach ESG-focused investment strategies can be a point of confusion. We explore the latest DOL guidance and the key issues of which plan sponsors need to be aware.

Read more

25

Jun 2018

Distribution Confusion: The Difference Between Plan Types

Plan sponsor confusion over amending retirement plan distribution restrictions appears to be growing, particularly because some are finding that they are unable to amend their plan in the desired fashion due to IRS code restrictions on distributions. The confusion may reflect a lack of understanding…

Read more

18

May 2018

The Impact of Technology Stocks on Retirement Portfolios

The increasing concentration of technology stocks in mutual funds - and the recent selloff of these company shares - have raised questions as to whether investors are over-exposed to technology giants and potentially at risk for bigger market downturns.

Read more

18

May 2018

Multiple Employer Plans (MEPs): Important Considerations

MEPs have been in the news lately, particularly as plan sponsors seek to protect themselves from litigation related to fees and fund offerings by joining forces with other employers to achieve economies of scale. What must employers consider before joining an MEP?

Read more

28

Mar 2018

Understanding and Evaluating Retirement Plan Fees

Retirement plan fees have served as the centerpiece of the ERISA fiduciary breach lawsuits. Therefore, understanding the dynamics of retirement plan fees is critical for plan sponsors and fiduciaries.

Read more

26

Feb 2018

Revisiting the Active versus Passive Debate in Today's Markets

Recently, we have seen a considerable increase in volatility in the market, with wide swings in the major market indices.  The volatility started with the announcement of the highest annualized wage growth since June 2009, which ignited renewed fears of inflation.  However, the outsized mo…

Read more