Insights


18

Jun 2019

Fiduciary Breach Lawsuit Series

With more than 100 lawsuits filed against the fiduciaries of defined contribution retirement plans for breach of their responsibilities, litigation has plagued the retirement plan industry over the past decade. The claims in these lawsuits cover a broad range of topics and issues related to actions …

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17

May 2019

A Closer Look: Decumulation Confusion

​Just as the accumulation of sufficient assets for retirement is critical to a successful retirement outcome, proper decumulation, or the spending of those assets throughout retirement, is equally important.

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17

May 2019

Interest Rates: Lower for Longer

Following a seven year period of no interest rate hikes coming out of the 2008 recession, the Fed has been slowly and steadily raising rates since 2015. We explore why interest rates may remain low, or potentially go lower, in the near future.

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22

Apr 2019

Classification Confusion: Understanding Equity Style

Retirement plans aim to offer a concise, yet diversified, set of investment options. Understanding equity style is vital to building a defined contribution investment menu that allows participants to create portfolios that reflect their investment preferences.

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