Webinar: Top-Performing Plan Series, PT. 3 Registration Open

 

Join us for the final presentation in our Top-Performing Plan webinar series, Unveiling Your Plan’s True Performance!

Tuesday, May 15 | 1:30 PM CST

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Webinar: Top-Performing Plan Series, PT. 2 Registration Open

 

 

 

 

 

 

 

 

 

Join us for the next webinar in our Top-Performing Plan series, Measuring Your Plan’s Performance!

Wednesday, April 18, 2018 | 1:30 pm CST Continue reading

Webinar: Top-Performing Plan Series, PT. 1

 

Move beyond the charming smiles of your vendor relationship managers, the flashy website tools, and the memorized ERISA bullet point items that begin each retirement plan committee meeting. As a fiduciary, you want real confidence that you’re providing a top-performing retirement plan for your employees.

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Q3 2016 Capital Markets Review

3rd Qtr 2016 Capital Markets ReviewWith 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 are. Most markets trended up for the quarter, and there were no major geopolitical drivers for under- or out-performance. There are still a slew of worries surrounding global markets such as conflict in the Middle East, North Korea’s nuclear tests, weakness in banking in Europe (highlighted by recent trouble from Duetsche Bank, one of Germany’s largest banks), oil price stability, slowing growth, and elections in the United States. The growing trend of populism and protection from trade has also been on the rise and may potentially have a chilling effect on the global economy. The markets seem to be getting used to unconventional Central Bank policy. The Bank of Japan is leading the charge to this uncharted territory, with unprecedented buying of Equity and Fixed Income securities, negative interest rates, and now a focus on the yield curve to help prop up financial institutions. Continue reading