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…
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…
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…
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…
Retirement Income Products
Spring 2023 Fiduciary Commentary Retirement is often depicted as a carefree, well-deserved time to relax, travel, and enjoy family and friends. It…
Summer 2022 Fiduciary Commentary
Summer 2022 Fiduciary Commentary Target Date Fund Lawsuits on the Rise A recent swarm of lawsuits has been challenging many of the…
SECURE Act 2.0 – Proposed Provisions
Spring 2022 Fiduciary Commentary On March 29, 2022, the House of Representatives passed the retirement savings legislation, Securing a Strong Retirement Act (also…
COLA 2022: A Precursor to Higher Rates of COLA in the Future?
Fall 2021 Fiduciary Commentary After lying dormant for nearly a decade, inflation is back and rising at a faster rate than anytime…
2020 Callan Defined Contribution Survey – Key Findings and Trends
Summer 2021 Fiduciary Commentary Callan’s 2021 Defined Contribution Survey captures the view of a broad spectrum of large and mega-plan sponsors on various…
Supreme Court Ruling: ERISA Implications for Plan Fiduciaries