Negative Interest Rates – what do they mean to you?
For all of financial history, there has been a basic premise. The premise was that if I loaned you money, you would pay me back
October 13, 2016
No Comments
For all of financial history, there has been a basic premise. The premise was that if I loaned you money, you would pay me back
With the important 4th quarter ahead of us, it’s time to check the rearview and see what transpired last quarter to get us where we
For the past decade or so, index funds have become all the rage from academia, to Middle America, to the corporate boardroom. Index funds are
Performance transparency is the plan adviser’s path to a better future. As a group, we need to openly choose to move off of the path
A recently filed lawsuit attempts to hold plan fiduciaries to what has been an unprecedented standard until now. Previous lawsuits accused plan fiduciaries (with a
It is time for the Plan Adviser profession to move past our relationship mentality, jettison our past and grow into the profession that will serve
Brian Allen, President, was recently quoted in PLANADVISER’s article “Dividing Up the Roles”. Brian discusses how Pension Consultants segments its staff’s talent to maximize their
For many people August is a time of new clothes, haircuts, and school supplies. For others, it’s a time to file excessive fee lawsuits against
Robert McCracken, CFP®, Director of Finance and Operations, was recently quoted in PLANSPONSOR’s article “Fear Factor – Standing up to the possibility of employee pushback”. Rob
As anyone who deals with the administration of qualified retirement plans knows, mistakes happen. This is a fact that the IRS is well aware of,
July 2018 Update: When you’re a fiduciary of a retirement plan, understanding the basics of plan administration is one of the most critical and essential
We experienced a very quiet, low-volatility market for the first two months and 3 weeks of the 2nd quarter. Then the Brexit happened! For most
In 2013 MassMutual was sued by a class of over 14,000 participants of its own 401(k) plan for charging the Plan excessive fees for record
In a historic vote, the people of the United Kingdom (UK) have voted to leave the European Union (EU), and markets around the globe are
There are three sources of threats to any qualified plan: the DOL, the IRS, and lawsuits. Until recently, lawsuits had only been filed against plans
As the Department of Labor’s (DOL’s) new, expanded fiduciary rule continues to become clearer (see our recent blog post), it’s important to step back and
