There are several fiduciary issues that a plan sponsor should consider when adding a brokerage window to their 401(k) or 403(b) plan. The...

A recent Morningstar, Inc. analysis in 4Q2021 resulted in the ESG (Environmental, Social and Governance) label being removed from more...

The DOL continues to focus on how climate change, social and governance factors (ESG), may impact ERISA-covered retirement plans and has...

Field Assistance Bulletin (FAB) 2007‐1 FAB 2007‐1 provides a detailed summary of the duties involved in selecting and monitoring a...

A plan sponsor should consider several features and services for a well‐designed managed account program: Independent Professional...

The decision to use an advice provider or managed account provider involves fiduciary responsibility in the prudent selection,...

Source: American Society of Pension Professionals & Actuaries (ASPPA), October 13, 2021. The Department of Labor released a proposal in...

The quarter was mixed for fixed income returns. High-frequency data indicates that economic activity is surging, aggregate household...

Many defined contribution plan administrators offer brokerage window options. If a plan sponsor decides to add this feature, the...

The US economic recovery continued to accelerate in 2Q2021 as the rollout of COVID-19 vaccinations expanded the economic re-opening...

March 2021 completed a year since the liquidity crisis in March-April 2020 at the beginning of the COVID-19 pandemic. The Federal...

On October 30, 2020, the U.S. Department of Labor issued its final rule on Financial Factors in Selecting Plan Investments (“Final Rule”)....

COVID-19 case growth dominated news flow at the start of the year but encouragingly, rapid vaccine discovery and the start of...

On October 14, 2020, the US Department of Labor submitted its final rule addressing environmental, social and governance (ESG) factors in...

After the severe economic shock from Covid-19, market sentiment rebounded from the March 2020 lows when credit spreads exploded. Many of...

European pension plans and institutional investors have long been prioritizing ESG investments. In the US, the acceptance of ESG...

After the severe economic shock from COVID-19, market sentiment rebounded from the March 2020 lows when credit spreads widened...

Target date funds and other asset allocation solutions for defined contribution plans continue to grow and evolve. The DOL issued...

The US economy was very strong during January and February with low inflation, historically low unemployment and slow but steady economic...

Section 204 of the SECURE Act allows for in-plan annuities. The Act created a “Fiduciary Safe Harbor Provision for the Selection of...