Category: Fiduciary PIERspective

Fiduciary Commentary | Summer 2018

By: Brant Griffin – August 10, 2018 2018 Callan Defined Contribution Plan Trends Survey Callan’s 2018 Defined Contribution Trends Survey captures the…

Fiduciary Commentary | Spring 2018

By: Brant Griffin – May 23, 2018 Effective Financial Education: Why Financial Wellness Matters A decade after the great recession and the…

Fiduciary Commentary | Winter 2017/2018

By: Brant Griffin – March 2, 2018 The DOL New Fiduciary Rule – The Saga Continues It’s been a long road with…

Fiduciary Commentary | Fall 2017

By: Brant Griffin – December 15, 2017 IRS Announces 2018 Cost-of-Living Adjustments On October 13, 2017 the IRS announced this year’s retirement-related…

Fiduciary Commentary | Summer 2017

By: Brant Griffin – August 23, 2017 Focus on Vesting and Forfeitures IRS regulations provide a great deal of flexibility on the…

Fiduciary Commentary | Spring 2017

By: Brant Griffin – May 22, 2017 Tax Reform – Here we go Again In April 2017, President Trump revealed his administration’s…

Fiduciary Commentary | Winter 2016/2017

By: Brant Griffin – February 1, 2017 The DOL Fiduciary Rule… Here we go again… Like the UK’s Brexit vote in 2016,…

Fiduciary Commentary | Summer 2016

By: Brant Griffin Fiduciary Rule’s Opponents Unite The DOL’s controversial advice regulation has provoked intense debate in the industry and rallied to action…

Fiduciary Commentary | Fall 2015

By: Brant Griffin – November 11, 2015 State Based Retirement Plans Numerous studies have illustrated the grim savings statistics of America’s workforce. Among…

Fiduciary Commentary | Summer 2015

By: Brant Griffin – August 4, 2015 Introduction On February 24, 2015, the US Supreme Court began hearing arguments in a highly…