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…
New President – New Retirement Policy
Spring 2021 Fiduciary Commentary Change is in the air. As the newly elected president who won a decisive victory against a polarizing…
Qualified Plan Contributions During COVID-19
Winter 2020/2021 Fiduciary Commentary Beyond COVID-19’s destructive impact on society and public health, the pandemic has had a detrimental effect on many…
DOL Issues Proposed Exemption for Investment Fiduciaries
Summer 2020 Fiduciary Commentary The DOL recently announced a proposed regulation that would provide an exemption under ERISA to permit fiduciaries to…
Retirement Legislation Update – The SECURE Act
Winter 2019/2020 Fiduciary Commentary By: Brant Griffin, February 28, 2020 The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019,…
SECURE Act 2.0 Update – Rothification Hits a Snag