What We’re Watching Under a New Trump Presidency
With the Election of Donald Trump last week, we can expect a lot of changes. Many impact the retirement plan industry. Since…
Higher for Longer for Longer
Spring 2024 Market and Economic Commentary After North Pier warned of the pending likelihood of a delay in expected cuts in interest…
Target Date Funds Review
Spring 2024 Fiduciary Commentary Target Date Fund Market Review Target date funds (TDFs), the most ubiquitous offerings in defined contribution plans, are…
Appointment for Disappointment?
Winter 2023/2024 Market and Economic Commentary The markets have rejoiced at the prospects of lower interest rates. As the markets continued to…
One More Time: The Department of Labor Proposes a New Fiduciary Rule, Again
Winter 2023/2024 Fiduciary Commentary After several false starts and years of work and intense debate, the Department of Labor (DOL) has proposed…
Higher Longer – Fall 2023 Market and Economic Commentary
Fall 2023 Market and Economic Commentary Reality finally sank in for the markets. Higher interest rates may be here for longer than…
Common Errors Found During Retirement Plan Audits – Fall 2023 Fiduciary Commentary
Fall 2023 Fiduciary Commentary Common Errors Found During Retirement Plan Audits The audit of a qualified retirement plan is intended to safeguard…
Re-Inflation
Summer 2023 Market & Economic Commentary Sure, inflation is still with us, albeit at more modest levels (by most measures). Yet, that’s…
SECURE Act 2.0 Update – Rothification Hits a Snag
Summer 2023 Fiduciary Commentary At the end of 2022, the SECURE Act 2.0 was signed into law. This legislation influences virtually all…
Supreme Court Ruling: ERISA Implications for Plan Fiduciaries