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COVID-19 Update | Flying Blind

I’m a pilot. I learned to fly 30 years ago. All of my flying experience has been done in what’s known as…

Plan Sponsors Should Be Extra Vigilant During Severe Market Volatility (PLANSPONSOR)

Managing Partner Jim Scheinberg recently spoke with PLANSPONSOR on advice for fiduciaries during severe market volatility.  REGARDLESS OF THE CURRENT MARKET VOLATILITY, retirement…

COVID-19 Update: Italy Improves, Potentially Signaling Virus Suppression Is Coming Soon

We have yet another day of better news out of Italy. New cases there have clearly leveled out and are now potentially…

COVID-19 Update | The CARES Act & The Virus’s Progression

This week has brought us some welcome clarity in a few areas of the virus-related fog, as well as some relief in…

How Investors, Advisors, and Sponsors Are Navigating COVID-19 (Benefits Pro)

Managing Partner Jim Scheinberg recently spoke with BenefitsPro about institutional investors, the markets, plan sponsor tips, volatility, and more. Investors of all kinds are…

COVID-19 Update | A Data Driven Analysis

As I mentioned in our letter to clients last Friday, these are unprecedented times. I again want to acknowledge that the SARS-CoV-2…

What to Know About DB Plan Administration (PLANSPONSOR)

Managing Partner Jim Scheinberg recently spoke with PLANSPONSOR on what plan sponsors should understand about DB plan administration, the interplay of providers, and…

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,…

RFP Academy: Don’t Get Short-Changed By Your Short List

A common pitfall fiduciaries face when assembling their candidate pool for an RFP is to develop their short list based mostly on…

All Quiet on the Far Eastern Front…of the Trade War

Winter 2019/2020 Market & Economic Commentary By: Jim Scheinberg – February 17, 2020 Well, the trade war is over…at least for now.…