Nicholas Zaiko, CIMAMay 18, 20184 minDOL Guidance on ESG Investments Millennial Interest in ESG Investments A recent survey by Natixis found that 82% of plan participants want their investments to reflect t...
Nicholas Zaiko, CIMAMar 3, 20184 min401(k) Plan Survey 2018 from PSCA Summary The Plan Sponsor Council of America’s 60th Annual Survey of Profit Sharing and 401(k) Plans released on February 12, 2018 highlighted som...
Nicholas Zaiko, CIMAFeb 17, 20183 minManaged Accounts - Fiduciary IssuesThe decision to use an advice provider or managed account provider involves fiduciary responsibility in the prudent selection, monitoring...
Nicholas Zaiko, CIMAJul 14, 20176 minEconomic Review 2Q 2017The US economy continues to grow at slow but steady pace. As of June, the expansion entered its ninth year, making it the third longest e...
Nicholas Zaiko, CIMAApr 21, 20175 minEconomic Review 1Q 2017US Economy Since the February, 2017 FOMC meeting the labor market continued to strengthen and economic activity continued to expand at ...
Nicholas Zaiko, CIMAJan 6, 20174 minEconomic Review 4Q 2016The U.S. economy is poised for stronger growth, higher corporate profits, improving wages, and inflation returning to normal levels. The ...
Linda Ruiz-ZaikoJul 18, 20164 minTreasury’s Expertise: Mandatory for an IPOBy Nancy Mar, Ph.D., Linda Ruiz-Zaiko, Ivan Troufanov In 2015, data flash storage company Pure Storage decided to go public. But a salie...
Barbara Williams, CFAJul 8, 20164 minEconomic Review 2Q 2016The economic data releases of personal consumption, auto sales, personal income, and home prices during May were generally positive. The ...
Nicholas Zaiko, CIMAJun 27, 20164 min Impact of the ‘Brexit’ on Global MarketsThe impact of the Brexit vote on June 23, 2016 is expected to lead to weaker global growth and apply pressure on Central Banks to keep in...
Barbara Williams, CFAApr 8, 20164 minEconomic Review 1Q 2016 The markets were adversely impacted with heightened volatility during this quarter. Fears of a global recession slammed the markets hard...
Nicholas Zaiko, CIMAMar 25, 20164 minIrrational Investing: A Behavioral Finance Primer Much to the chagrin of traditional economists and financial academics, the pristine mathematical models used to describe the movements in...
Nicholas Zaiko, CIMAJan 8, 20166 minEconomic Review 4Q 2015US Federal Reserve On December 16, 2015 the Federal Reserve raised the Fed Funds rate target range to 0.25% - 0.50%. The low interest rat...
Nicholas Zaiko, CIMADec 14, 20155 minBenchmarking Defined Contribution Plan Fees This article focuses on Defined Contribution (DC) plans such as 401(k) and ERISA-covered 403(b) plans. The most recent round of legislati...
Barbara Williams, CFANov 16, 20154 minBest Practices in Benchmarking 403(b) PlansThis article addresses some of the best practices in benchmarking 403(b) plans as a guide for plan sponsors. Periodic benchmarking of you...
Nicholas Zaiko, CIMAOct 9, 20154 minEconomic Review 3Q 2015US Federal Reserve At the September 17, 2015 FOMC meeting, the Fed left rates unchanged after the much anticipated rate hike that the mar...
Barbara Williams, CFASep 26, 20152 minDefined Contribution Plans: Measuring SuccessEvery plan sponsor wants to provide a well-managed, competitive employee benefits and retirement plan that delivers a secure retirement f...
Linda Ruiz-ZaikoJul 24, 20152 min5 Keys to Constructing an International Investment ProgramBy Ivan Troufanov and Linda Ruiz-Zaiko The accumulation of cash offshore, coupled with the volatility of currency markets, make interna...
Nicholas Zaiko, CIMAJul 19, 20153 minRFP Process for Bundled Service ProviderIt is a good fiduciary practice to conduct a periodic review of the DC plan service provider to ensure that the participant assets are we...
Nicholas Zaiko, CIMAJul 10, 20155 minEconomic Review 2Q 2015Outlook The outlook for 2015 is for good economic growth ranging from 2.5% - 3.0%, low inflation at 1.5%, and for the unemployment rate t...
Nicholas Zaiko, CIMAMay 17, 20152 minEvaluating Plan Service Providers Selecting a service provider for a 401(k), 403(b), or 457 retirement plan is one of the most crucial decisions that an employer and plan ...
